WASHINGTON GROWTH STRATEGIES LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $247.2M |
| Discretionary | $247.2M100% of AUM |
| Non-Discretionary | $4K |
| Client Accounts | 119 |
| Avg Account Size | $2.1M |
| Employees | 1 |
| Peak AUM | $358.7MMar 2017 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $247M | +5.8% | +10.5% | +7.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $247.2M |
| Discretionary | $247.2M |
| Employees | 1 |
| Client Accounts | 119 |
Contact & Location
Address
1200 G STREET NW
WASHINGTON DC 20005
Phone
2027400217
Filing History
28 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$247M
100.0% of AUM
Non-Discretionary
$3,597
0.0% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodySurprise Exam
Related Entities (Item 7)
Law Firm