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- Custodian
- Charles Schwab & Company · Interactive Brokers · US Bank
- Clients
- Retail and Institutional
- Platforms
- Horizon ridgeVital +more
- Established Date
- 03-08-2019
- Office Locations
- 3
Office Locations
About Grow with ME
Cordero Capital (Grow With Me) is a Nevada-based RIA providing discretionary portfolio management and ongoing financial planning. The firm emphasizes fiduciary, conflict-aware advice, charging asset-based fees (no investment commissions) plus monthly/hourly planning. Portfolios use low-cost passive index/ETF building blocks with asset-allocation and selective active tilts. Works with clients nationwide via phone/webinars; assets are custodied at TD Ameritrade.
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Owner & Executives
Andrik Alexander Cordero
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #6666034
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ALEXANDER LEONHARD KASPER
Business Analyst
- CRD
- #2244481
JOHN ARTHUR WITTEN
Financial Advisor
- CRD
- #2349872
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,635,864 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,635,864 | -- |
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Separately Managed Accounts
Total SMA Asset: $73,635,864
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $880,820,066 | 16.0% |
| Public Funds | $1,497,394,112 | 27.2% |
| Municipal Bonds | $1,948,814,395 | 35.4% |
| Cash | $1,178,096,837 | 21.4% |
| Total | $5,505,125,410 | 100.0% |