Growth Equity Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Growth Equity Management, Inc. provides diversified portfolio investment management using mutual funds, ETFs and listed stocks for individuals, pension and profit-sharing plans, other ERISA accounts, trusts, estates and business entities. The firm begins with an initial interview and data-gathering process to determine client objectives and permits clients to impose investment restrictions or direct brokerage instructions.
The adviser emphasizes asset-allocation strategies and diversification through ETFs and mutual funds, may maintain cash positions to offset volatility, and applies charting, fundamental, technical and cyclical analysis. Growth Equity Management generally receives discretionary trading authority, monitors investments daily, reviews performance at least monthly, and uses institutional platform services (TradePMR) with custodians such as Wells Fargo Clearing Services for execution and reporting.
The principal also operates an accounting and tax-preparation practice that consumes about 40% of his time; this outside business activity is disclosed as a potential conflict of interest and clients are under no obligation to use those services. The firm’s client mix — including pension/profit-sharing and other ERISA accounts and business entities — combined with its small, state-registered, single-advisor structure and platform-based trade aggregation and monthly written reporting, shapes an operational profile that differs from many solo independent advisers.
Client services
Expertise
Fee options
$0 - $250,000: 2.25% annually $250,001 - $500,000: 2.20% annually $500,001+: 1.5% annually
Main office
Broomfield CO
Advisors at this office
1
Most active in
Colorado · Minnesota
Also doing business as
Dale Clausnitzer Sole Prop · Growth Equity Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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