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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Bridge delta
- Established Date
- 11-28-2012
- Office Locations
- 1
Office Locations
About Moneygrow.com ®
MoneyGrow (Chartered Financial Services, Inc.) is a fee-based RIA providing investment management and strategic financial guidance for individuals and businesses. The firm emphasizes responsible, values-aligned portfolios—seeking positive impact and avoiding exposures it views as harmful (e.g., war, pollution, addiction). Planning spans accumulation through retirement distribution plus trust/estate and private client/family office support, delivered via a systematic review process and 24/7/365 client portal.
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Owner & Executives
FREDERICK GORDON RAVID
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1663791
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,578,787 | -- |
| Non-Discretionary | $3,265,299 | -- |
| Total | $16,844,086 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,844,086
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,045,924,419 | 32.0% |
| Cash | $2,167,401,182 | 33.9% |
| U.S. Government/Agency | $2,180,188,209 | 34.1% |
| Total | $6,393,513,810 | 100.0% |