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Matt Michael Clarke

Grow Funds LLC

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About Matt Michael Clarke

Matt Michael Clarke is an investment advisor representative who is registered with the state of California. Matt Michael Clarke is associated with Grow Funds LLC, a firm located in La Jolla, California. Matt Michael Clarke has been in the industry for more than 10 years and has a Series 65 license. Matt Michael Clarke specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. Grow Funds LLC specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. Grow Funds LLC has a total of $58,860,152 in assets under management. Grow Funds LLC's clients include high-net-worth individuals, charitable organizations, and pooled investment vehicles. Grow Funds LLC is a registered investment advisor with the Securities and Exchange Commission.

Firm Information

Matt Clarke 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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Matt Clarke’s Registration & Firm History

CA

09/17/2021 - Present

Grow Funds LLC (LA JOLLA CA)

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Licenses & Designations

IA

Issued 07/10/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matt Michael Clarke.
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