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WASHINGTON GROWTH STRATEGIES LLC

1200 G Street Nw
8th Floor
Washington, District of Columbia 20005
Tel: 2027400217

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About WASHINGTON GROWTH STRATEGIES LLC

WASHINGTON GROWTH STRATEGIES LLC, formally registered with the SEC as WASHINGTON GROWTH STRATEGIES LLC. The firm was established in 07/16/2014. They have over 2 offices throughout the country.

WASHINGTON GROWTH STRATEGIES LLC is a Washington, District of Columbia based Financial Planning firm with nearly $233,604,940 assets under management, offering retirement planning & investment advisory services to 125 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#171774
SEC#801-80069
Assets Managed by Firm$233,604,940
No. of Clients125
No. of Advisors2

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total125$233,604,940
Individuals (other than high net worth individuals)17$5,203,311
High net worth individuals29$191,942,126
Corporations or other businesses4$19,247,774

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