$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
2 Employees
42 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- CrestVertex +more
- Established Date
- 08-19-2024
- Office Locations
- 1
Office Locations
8 Cadillac Drive Suite 300 Office 3104 Brentwood TN
About Investgro LLC
Investgro LLC is a Brentwood-based RIA. The firm has been operating for 1 years. Managing $2.1M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$1.0M AVG AUM / ADVISOR
$49.5K AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
Vital Prime vital Ridge
Custodian
Value Capital Crest
Investment Themes
Unison capital Bridge
Investment Vehicles
Prime vertex
Services
North Fusion ridge Value matrix Alpha horizon Signal insight Wave ember Zenith Fusion
Technology
Wave value Prime Peak
Owner & Executives
A
Alec Tanner Medlin
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7186508
- Ownership
- 75% or more
(353) 725-3179
capital.timber@focuscapital.com
in linkedin.com/in/catalyst-north
Showing 1 of 1 owners & executives
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C
Casey Michael Martens
--
- CRD
- #8206059
(924) 985-9257
ember.prime@deltacapital.com
in linkedin.com/in/legacy-quantum
R
Ryan Preston Stehno
--
- CRD
- #8183667
(377) 510-7436
catalyst.pioneer@radialcapital.com
in linkedin.com/in/vector-catalyst
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,080,273 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,080,273 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,080,273
Equity - Exchange:
19.6% Cash:
19.1% Corporate - Investment Grade:
11.0% Municipal Bonds:
17.8% U.S. Government/Agency:
9.2% Sovereign Bonds:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $746,868,546 | 19.6% |
| Cash | $727,815,777 | 19.1% |
| Corporate - Investment Grade | $419,160,919 | 11.0% |
| Municipal Bonds | $678,278,578 | 17.8% |
| U.S. Government/Agency | $350,570,950 | 9.2% |
| Sovereign Bonds | $887,859,037 | 23.3% |
| Total | $3,810,553,807 | 100.0% |