A
CRD: 160090
Asset Growth Associates Wealth Advisors
$14.2M Total AUM
$14.2M Disc. AUM
-- 3Y CAGR
3 Employees
122 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-2015
- Office Locations
- 2
Office Locations
1391 Calder Avenue Beaumont TX
4208 OLD Bullard Tyler TX
About Asset Growth Associates Wealth Advisors
Asset Growth Associates Wealth Advisors is a Beaumont-based RIA with 2 offices. The firm has been operating for 11 years. Managing $14.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
50 AVG AGE
$7.1M AVG AUM / ADVISOR
$116.6K AVG AUM / CLIENT
1.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LILLIAN MARIE HICKMAN
Chief Compliance Officer, Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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MALCOLM BRADLEY CAIN
Retirement Advisor
- CRD
- #3028601
Available
Available
Available
J
JEFFREY WAYNE LEWIS
Agent
- CRD
- #7302840
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,229,378 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,229,378 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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