Investgro LLC

Overview

Investgro LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm serves individual and family clients and provides fee-based financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its billing options include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The adviser does not describe itself as a capital allocator and is not registered as a multi-state adviser. It does not identify as an ESG-focused investor, nor as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives