CRD: 171774
Washington Growth Strategies LLC
$247.2M Total AUM
$247.2M Disc. AUM
10.5% 3Y CAGR
1 Employees
40 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-16-2014
- Office Locations
- 1
Office Locations
1200 G Street NW 8TH Floor Washington DC
About Washington Growth Strategies LLC
Washington Growth Strategies LLC is a Washington, D.C.-based registered investment adviser serving a limited roster of successful individuals and families with highly customized portfolios aligned to client goals. Portfolios are primarily implemented using ETFs and other public funds, with client assets custodied at Charles Schwab and Interactive Brokers.
Team overview
70 AVG AGE
$247.2M AVG AUM / ADVISOR
$6.2M AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
COE MILTON MAGRUDER
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Partner
- CRD
- #1399157
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $247,176,839 | $2,187,406 |
| Non-Discretionary | $3,597 | $600 |
| Total | $247,180,436 | $2,077,147 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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