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GROWSTRONG WEALTH STRATEGIES, LLC
GROWSTRONG WEALTH STRATEGIES, LLC
GROWSTRONG WEALTH STRATEGIES
FORT COLLINS, Colorado
·
3 registered advisors
·
CRD# 308299
SEC# 801-120506
1
866-535-2774
01
Firm Overview
AUM
$106M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at GROWSTRONG WEALTH STRATEGIES, LLC
3 registered advisors
Clayton Jon Olson
FORT COLLINS, Colorado
CRD# 4248155
Erik Douglas Utzinger
FORT COLLINS, Colorado
CRD# 4413113
Gina Marie Waite
FORT COLLINS, Colorado
CRD# 4711584
05
Office Locations
FORT COLLINS, Colorado
3 advisors
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Data sourced from SEC Form ADV filings. GROWSTRONG WEALTH STRATEGIES, LLC (CRD# 308299) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.