Capital Growth Management, Inc. is a large advisory firm based in Radnor. It manages $81 million of regulatory assets for 804 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, New Jersey, and Pennsylvania.
Capital Growth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Capital Growth Management, Inc. is $81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Capital Growth Management, Inc. 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.
Marvin Blumenthal has been acting as President since 1 Oct 1992. Stephen Bruce Blumenthal joined the executive team most recently as the President/Ceo/Director/Shareholder.
The principal office where Capital Growth Management, Inc. performs its advisory services is located at 123 West Wayne Avenue, Radnor, PA 19087, 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 610-989-9090 or by fax 610-989-9092. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.gdmadvisors.com.