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Hubert Michael Collins

Grow Funds LLC

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About Hubert Michael Collins

Hubert Michael Collins is an investment advisor representative at Grow Funds LLC, a registered investment advisor located in La Jolla, California. Hubert has been a registered investment advisor for over 25 years and has a broad range of experience in the financial services industry. Hubert holds the Series 63, Series 65, Series 00, Series 6, Series 2 and Series 1 licenses. Hubert also serves as a director on the board of the Thomas C. Ackerman Foundation and has been with Messner & Smith Theme Value Investment Management Ltd. since 2015.

Firm Information

Hubert Collins is currently registered with Grow Funds LLC. Grow Funds LLC is an investment advisor that offers a variety of services, including pension consulting, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. The firm serves clients with a range of needs and manages assets for high net worth individuals, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and individuals other than high net worth.

$58.86M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Hubert Collins’s Registration & Firm History

CA

01/01/2025 - Present

Grow Funds LLC (LA JOLLA CA)

CA

04/21/1997 - 04/13/2000

FIRST SECURITY VAN KASPER, INC. (SAN FRANCISCO CA)

MA

06/28/1996 - 02/05/1997

UAM FUND DISTRIBUTORS, INC. (BOSTON MA)

NA

10/30/1987 - 10/25/1988

THOMAS GREEN/SAN DIEGO SECURITIES INCORPORATED

NA

08/20/1969 - 11/05/1987

SAN DIEGO SECURITIES INCORPORATED

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Licenses & Designations

IA

Issued 04/03/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/1969

Series 00 - General Securities Principal Examination

BC

Issued 06/27/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/26/1993

Series 2 - Non-Member General Securities Examination

BC

Issued 06/22/1964

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Hubert Michael Collins. Review regulatory record here.
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