CRD: 308299
Growstrong Wealth Strategies
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- Custodian
- Charles Schwab & Company ยท MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-09-2020
- Office Locations
- 1
Office Locations
About Growstrong Wealth Strategies
GrowStrong Wealth Strategies, LLC is an SEC-registered RIA in Fort Collins, CO providing personalized financial and retirement planning, tax planning, and investment implementation for individuals and families, including executives and young families. The firm also supports special needs planning, college funding, and equity-compensation/concentrated stock diversification strategies. Client reporting is offered via Black Diamond and they custody with Charles Schwab and Altruist.
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Owner & Executives
CLAYTON JON OLSON
INVESTMENT ADVISOR REPRESENTATIVE, PARTNER
- CRD
- #4248155
- Ownership
- 25% but less than 50%
ERIK DOUGLAS UTZINGER
INVESTMENT ADVISOR REPRESENTATIVE, PARTNER, Principal
- CRD
- #4413113
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,000,000 | $207,619 |
| Non-Discretionary | $18,012,000 | $1,000,667 |
| Total | $127,012,000 | $233,908 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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