THE GROWTH STAGE INC.

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
306193
Registered since
December 9, 2020

Firm profile

FINTRX

Overview

The Growth Stage Inc. is organized as a corporation and registered with the SEC in 2020. Ownership is listed as a combination of a foreign entity and an individual. The firm is classified as "unclassified" in the source data and is not identified as a capital allocator. The profile indicates the adviser is not an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. The firm has not provided descriptive details about its client base, fee structure, specific business activities, or advisory offerings in the available records, so there is limited visibility into its market positioning or service model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • ALEXANDER PEREZ

    SalesCRD 4299807

  • ANDREW SIMON ACTON

    Co-Founder & DirectorCRD 7200911

  • SIMON GRAHAME JOHN STEWART

    Member of the Board of DirectorsCRD 7209978

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1460 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth