$1.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
9 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2017
- Office Locations
- 1
Office Locations
-- Highland Beach FL
About Grow Planning, LLC
GROW Planning, LLC is a Florida-based boutique RIA providing simple, goal-driven money management and financial planning. The firm emphasizes minimalist, efficient portfolio construction and asset allocation, with client portfolios primarily implemented using ETFs and index funds. Services also include retirement, tax and estate planning and insurance guidance.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$91.7K AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JASON REEVE KIRSCH
Chief Compliance Officer, President
- CRD
- #5925759
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,650,000 | -- |
| Total | $1,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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