OLD GROWTH FINANCIAL LLC

Overview

Old Growth Financial LLC is a privately held limited liability company run by an individual owner that describes itself as a capital allocator and adviser to individuals and small businesses. Its registered activities emphasize financial planning, portfolio management for individuals/small businesses, and the selection of other advisers on behalf of clients. Compensation arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements. Regulatory and classification details in the available record are sparse: the firm’s SEC registration year is not listed, it is not identified as a multi-state adviser, and it does not report active ESG investing or pension consulting as part of its stated profile. The firm is not labeled as a related adviser to another entity.

Assets & Accounts

Investments & Alternatives