Overview
Assets Under Management: $234 million
Headquarters: WASHINGTON, DC
High-Net-Worth Clients: 29
Average Client Assets: $7 million
Frequently Asked Questions
WASHINGTON GROWTH STRATEGIES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #171774), WASHINGTON GROWTH STRATEGIES LLC is subject to fiduciary duty under federal law.
WASHINGTON GROWTH STRATEGIES LLC is headquartered in WASHINGTON, DC.
WASHINGTON GROWTH STRATEGIES LLC serves 29 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, WASHINGTON GROWTH STRATEGIES LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
WASHINGTON GROWTH STRATEGIES LLC manages $234 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, WASHINGTON GROWTH STRATEGIES LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.17
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 125
Discretionary Accounts: 119
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 171774
Last Filing Date: 2025-01-31 00:00:00
Website: https://washingtongrowthstrategies.com