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Grow With ME

Headquartered in HENDERSON, NV

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Firm Information

Grow With ME is a financial advisory firm with a focus on financial planning and portfolio management for both high-net-worth individuals and individuals other than high-net-worth. The firm manages over $33 million in assets for 168 clients. They offer a variety of services, including selection of other advisors and portfolio management for individuals.

Grow With ME

$33.57M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

GROW WITH ME has a total of 4 branch locations across the country.
location

Sebastopol, CA

location

Reno, NV

location

Menifee, CA

location

HENDERSON, NV

Advisors at Grow With ME

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Ivan Russell Thornberry

RA

Menifee, CA

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Alexander Leonhard Kasper

RA

RENO, NV

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Thomas Michael Nichols

CFA®, RA

Reno, NV

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John Arthur Witten

RA

Sebastopol, CA

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Andrik Alexander Cordero

CFA®, RA

HENDERSON, NV

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Disclosures

There are no public disclosures for Grow With ME.

Frequently Asked Questions (7)

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