Grow Funds LLC

Grow Funds LLC (CRD# 269960) is a financial advisory firm headquartered in La Jolla, CA. They manage $62,613,193 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $1,227,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Grow Funds LLC
Showing 1 - 3 of 3 top financial advisors.
1
Hubert M. Collins
CRD#: 51215
4275 Executive Square, Suite 335, La Jolla, CA 92037

Hubert Collins (CRD# 51215) is an Investment Advisor Representative working at Grow Funds LLC in La Jolla, CA and has over 27 years of experience in the finance industry.

2
Carl M. Wiese
CRD#: 2247701
4275 Executive Square, Suite 335, La Jolla, CA 92037

Carl Wiese (CRD# 2247701) is an Investment Advisor Representative working at Grow Funds LLC in La Jolla, CA and has over 27 years of experience in the finance industry.

3
Matt M. Clarke
CRD#: 7423919
4275 Executive Square, Suite 335, La Jolla, CA 92037

Matt Clarke (CRD# 7423919) is an Investment Advisor Representative working at Grow Funds LLC in La Jolla, CA and has over 2 years of experience in the finance industry.

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