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EDUCATION GROWTH PARTNERS, LLC
201 Broad Street
Suite 1003
Stamford, Connecticut 06901
Tel: 203-658-8100
About EDUCATION GROWTH PARTNERS, LLC
EDUCATION GROWTH PARTNERS, LLC, formally registered with the SEC as EDUCATION GROWTH PARTNERS, LLC. The firm was established in 07/29/2019. They have over 1 offices throughout the country.
EDUCATION GROWTH PARTNERS, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $337,810,000 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166162 |
| SEC# | 801-117090 |
| Assets Managed by Firm | $337,810,000 |
| No. of Clients | 10 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $337,810,000 |
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