GROWSTRONG WEALTH STRATEGIES

736 Whalers Way
Suite G100
Fort Collins, Colorado 80525
Tel: 866-535-2774

About GROWSTRONG WEALTH STRATEGIES

GROWSTRONG WEALTH STRATEGIES, formally registered with the SEC as GROWSTRONG WEALTH STRATEGIES. The firm was established in 03/12/2021. They have over 2 offices throughout the country.

GROWSTRONG WEALTH STRATEGIES is a Fort Collins, Colorado based Financial Planning firm with nearly $106,037,025 assets under management, offering retirement planning & investment advisory services to 702 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308299
SEC#	801-120506
Assets Managed by Firm	$106,037,025
No. of Clients	702
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	702	$106,037,025
Individuals (other than high net worth individuals)	299	$44,976,220
High net worth individuals	28	$39,387,596
Pension and profit sharing plans	22	$19,833,617
Charitable organizations	1	$1,839,592

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