Growth Equity Management, Inc.

Growth Equity Management, Inc. (CRD# 134031) is a financial advisory firm headquartered in , . They manage $2,200,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $110,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MN

Financial Advisors at Growth Equity Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Casey M. Clausnitzer
CRD#: 4544155
San Diego, CA
93
Wealthminder
score

Casey Clausnitzer (CRD# 4544155) is an Investment Advisor Representative working at Growth Equity Management, Inc. in San Diego, CA and has over 14 years of experience in the finance industry.

2
Dale A. Clausnitzer
CRD#: 1720808
San Diego, CA
93
Wealthminder
score

Dale Clausnitzer (CRD# 1720808) is an Investment Advisor Representative working at Growth Equity Management, Inc. in San Diego, CA and has over 29 years of experience in the finance industry.

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