Asset Growth Partners, LLC (Charlotte)

Name: Asset Growth Partners, LLC
Address: 6302 Fairview Road, Charlotte, NC, 28210
Telephone: 980 859 5660

Asset Growth Partners, LLC is an adviser based in Charlotte. It manages $4.32 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of North Carolina.

Asset Growth Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Asset Growth Partners: assets under management

The assets under management (AUM) of Asset Growth Partners, LLC is $4.32 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.12 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Asset Growth Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Asset Growth Partners, LLC

Rick Cameron Jaster has served as the Chief Investment Officer since 1 Dec 2016. Peter William Beebe joined the executive team most recently as the Managing Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter William Beebe	Managing principal	1 Dec 2016	Other	2666023
Rick Cameron Jaster	Chief investment officer	1 Dec 2016	Other	5390035
David L Nielsen	Chief financial officer & chief compliance officer	1 Dec 2016	Other	4905332
Brian Everett Simpson	Managing principal	1 Dec 2016	Other	1767456
Llc Agp Holdco	Owner	1 Dec 2016	75% - 100%	81-4856483
Llc Asset Growth Partners	Owner	1 Dec 2016	75% - 100%	81-4856483

Based in Charlotte

The principal office where Asset Growth Partners, LLC performs its advisory services is located at 6302 Fairview Road, Charlotte, NC 28210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 980 859 5660 or by fax 980 859 5670. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at assetgrowthpartners.com.