ASSET GROWTH ASSOCIATES WEALTH ADVISORS
Firm details
- Headquarters
- BEAUMONT, Texas
- CRD number
- 160090
- Website
- www.savemyretirement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Asset Growth Associates Wealth Advisors is a small, privately owned advisory practice that manages portfolios for individuals and small businesses and acts as a selector of third‑party managers. The firm charges fees as a percentage of assets under management and describes itself as a capital allocator. It is not positioned as an ESG investor, does not operate as a multi‑state adviser, and is affiliated with an insurance company. Registration year with the SEC is not listed; the firm is classified as "Other (specify)" and has an individual owner.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents14%
Contacts
2 of 2JEFFREY LEWIS
Service RepresentativeCRD 7302840
LILLIAN HICKMAN
CRD 8245175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BEAUMONT, TX
JEFFERSON
Location
BEAUMONT, TX
Headquartered in BEAUMONT, TX, in the South of the United States.
- Region
- South
- County
- JEFFERSON
- Address
- 1391 Calder Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
SPINDLETOP COMMONWEALTH ADVISORS LLC
RIABEAUMONT, TX
RETIREMENT FINANCIAL GROUP, LLC
RIABEAUMONT, TX
BEAUMONT ASSET MANAGEMENT, LLC
RIABEAUMONT, TX
TUGGLE & RUSSELL, L.L.C.
RIARICHARDSON, TX
INCREASE CONSULTANTS LLC
RIAMISSOURI CITY, TX
TIERCEL CAPITAL TEXAS LLC
RIAHOUSTON, TX