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- Custodian
- Charles Schwab & Company · Jefferies · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-24-2018
- Office Locations
- 1
Office Locations
About Grow Funds LLC
GROW Funds is a registered investment adviser offering tailored, actively managed separately managed accounts focused on growth, income and capital preservation, built through research-driven individual security selection and ongoing rebalancing. The firm also provides hedge fund solutions for qualified investors and serves both retail and institutional relationships, backed by 100+ years of combined investment experience.
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Owner & Executives
CARL MATTHEW WIESE
Chief Compliance Officer, Chief Investment Officer, Manager
- CRD
- #2247701
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Matt Michael Clarke
Managing Director
- CRD
- #7423919
HUBERT MICHAEL COLLINS
Portfolio Manager
- CRD
- #51215
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,677,926 | -- |
| Non-Discretionary | $3,823,456 | -- |
| Total | $86,501,382 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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