G
$494.9K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2005
- Office Locations
- 1
Office Locations
-- Broomfield CO
About Growth Equity Management, Inc.
Growth Equity Management, Inc. is a Superior-based RIA. The firm has been operating for 21 years. Managing $494.9K in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR and Wells Fargo.
Team overview
71 AVG AGE
$494.9K AVG AUM / ADVISOR
$22.5K AVG AUM / CLIENT
20.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DALE ALFRED CLAUSNITZER
Director, President
- CRD
- #1720808
- 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 | $494,946 | -- |
| Total | $494,946 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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