Growth Stock Outlook Inc (Bethesda)

Growth Stock Outlook Inc is a large advisory firm based in Bethesda. It manages $202.11 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Maryland, and 3 other states.

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

Growth Stock Outlook: assets under management

The assets under management (AUM) of Growth Stock Outlook Inc is $202.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 122% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $202.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.91 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Growth Stock Outlook 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.

Careers at Growth Stock Outlook Inc

Charles W Allmon has been acting as President since 1 Jan 1965. Janet Rakoczy joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles W Allmon	President	1 Jan 1965	50% - 75%	1968985
Gwen D. Allmon	Vice president	1 Oct 1968	25% - 50%	4341951
Janet Rakoczy	Chief compliance officer	1 Oct 2004	Other	2088381

Based in Bethesda

The principal office where Growth Stock Outlook Inc performs its advisory services is located at 4405 East West Highway, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.