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WASHINGTON GROWTH STRATEGIES LLC
1200 G Street Nw
8th Floor
Washington, District of Columbia 20005
Tel: 2027400217
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 Status | Approved |
|---|---|
| Firm CRD# | 171774 |
| SEC# | 801-80069 |
| Assets Managed by Firm | $233,604,940 |
| No. of Clients | 125 |
| No. of Advisors | 2 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 125 | $233,604,940 |
| Individuals (other than high net worth individuals) | 17 | $5,203,311 |
| High net worth individuals | 29 | $191,942,126 |
| Corporations or other businesses | 4 | $19,247,774 |
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