Asset Growth Solutions, Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 342319
· SEC file 801-136621
· Scottsdale, AZ
· www.assetgrowthsolutions.net
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ADV data as of Jul 14, 2026
- Regulatory AUM
- $703M
- Discretionary
- $0
- Clients
- 4
- Avg AUM / client
- $176M
- Accounts
- 4
- Employees
- 5
AUM over time
$703M
$703M
Jun 1, 2026
Jul 14, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 4 | $703M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗