$15.6M Total AUM
$15.6M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-11-2020
- Office Locations
- 1
Office Locations
-- Swansea MA
About Growthfocus Wealth Management LLC
Growthfocus Wealth Management LLC is a Swansea-based RIA. The firm has been operating for 6 years. Managing $15.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
39 AVG AGE
$15.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Horizon
Client Personas
Radial peak
Investment Themes
Foundation Frontier matrix
Investment Vehicles
Horizon
Services
Unison harbor Beacon north Alpha Matrix Foundation Prime
Owner & Executives
STEVEN C ANTUNES
Chief Compliance Officer, President
- CRD
- #5897151
- Ownership
- 75% or more
(524) 943-3228
vertex.horizon@primecapital.com
in linkedin.com/in/beacon-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,584,413 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,584,413 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,584,413
Equity - Exchange:
35.4% Public Funds:
64.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,440,822,952 | 35.4% |
| Public Funds | $2,629,298,381 | 64.6% |
| Total | $4,070,121,333 | 100.0% |