CRD: 149464
Dividend Growth Strategies, Inc.
Western Springs, IL
7089909539
$79.5M Total AUM
$79.5M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-18-2009
- Office Locations
- 1
Office Locations
-- Western Springs IL
About Dividend Growth Strategies, Inc.
Dividend Growth Strategies, Inc. is a Western Springs-based RIA. The firm has been operating for 17 years. Managing $79.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$79.5M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
17.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Asset Classes
Frontier
Investment Vehicles
Optima
Services
Radial Ridge eagle Ridge timber Bridge wave
Owner & Executives
L
LAWRENCE JONAN GEORGE
President
- CRD
- #1109736
- Ownership
- 75% or more
(241) 600-5049
glacier.prime@zenithcapital.com
in linkedin.com/in/vertex-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,500,000
Equity - OTC:
10.5% Corporate - Investment Grade:
38.8% Cash:
50.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $594,937,243 | 10.5% |
| Corporate - Investment Grade | $2,198,434,766 | 38.8% |
| Cash | $2,872,696,975 | 50.7% |
| Total | $5,666,068,984 | 100.0% |