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.
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 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.
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.
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.
You can reach the main office by calling the phone number 301-654-5205 or by fax 301-986-0722. The normal business hours are 9:00 a.m.-5 p.m. on Monday - Friday.