$3.3M Total AUM
$844.8K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-22-2022
- Office Locations
- 1
Office Locations
-- League City TX
About US Growth Partners, LLC
US Growth Partners, LLC is a League City, TX registered investment adviser providing financial planning and discretionary portfolio management, with added support for risk management, insurance, and business-succession needs for entrepreneurs. Portfolios are primarily equity-focused with a heavy ETF allocation. Custody is maintained with Charles Schwab and Merrill Lynch.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SPENCER NELSON SMITH
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4436085
- 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 | $844,795 | -- |
| Non-Discretionary | $2,502,537 | -- |
| Total | $3,347,332 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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