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Find, Compare and Monitor Financial Advisors at THE GROWTH STAGE INC.

CRD#: 306193
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

THE GROWTH STAGE INC. is located at 1460 Broadway Suite 8031, New York, NY 10036 and was first established at New York, Delaware in 09/30/2019. After operating for 6 years, THE GROWTH STAGE INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of THE GROWTH STAGE INC.’s clients are individuals and 0% of their clients are high net worth individuals. THE GROWTH STAGE INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at THE GROWTH STAGE INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access THE GROWTH STAGE INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at THE GROWTH STAGE INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for THE GROWTH STAGE INC. Comes From

Understanding the Statistics for THE GROWTH STAGE INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1460 Broadway Suite 8031, New York, NY 10036
Mailing Address
1460 Broadway Suite 8031, New York, NY 10036
Firm Size
Small
Phone Number
(469) 634-7764
Established
Delaware since 09/30/2019
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
THE GROWTH STAGE LTDPARENT
ACTON, ANDREW SIMONMEMBER OF BOARD OF DIRECTORS7200911
AMSTER, DAVID JEFFREYCCO2315254
BUNN, GREGORYPRESIDENT4024360
RYAN, KIMBERLY ANNFINOP4316310
STEWART, SIMON GRAHAME JOHNMEMBER OF BOARD OF DIRECTORS7209978

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Advisor's working at THE GROWTH STAGE INC.

AP

Alexander Robert Perez

Alexander Perez
RR
CRD#: 4299807
Location:
New York, NY 10036
Company:
THE GROWTH STAGE INC.
Disclosures:
Experience:
20 years
View Profile
KR

Kimberly Ann Ryan

Kimberly Ann Kowcun, Kimberly Merritt
RR
CRD#: 4316310
Location:
Mccall, ID 83638
Company:
AVID CAPITAL ADVISORS LLC
Disclosures:
Experience:
24 years
View Profile
DA

David Jeffrey Amster

David Amster
RR
CRD#: 2315254
Location:
New York, NY 10036
Company:
THE GROWTH STAGE INC.
Disclosures:
Experience:
32 years
View Profile
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