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Growth Fund Advisor Inc (Madison Heights)


Growth Fund Advisor Inc is an adviser based in Madison Heights. It manages $23.93 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

Growth Fund Advisor provides portfolio management for investment companies. 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 Fund Advisor: assets under management

The assets under management (AUM) of Growth Fund Advisor Inc is $23.93 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $23.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.93 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Growth Fund Advisor 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.

Indirect Owners

The SEC currently registers 15 indirect owners.

Name Entity Date acquired Ownership Employer ID
Thomas E O'hara Trustee 1 Aug 1951 Other 4370968
Lewis A Rockwell Trustee 1 Mar 1969 Other 4370971
Ralph Lowell Seger Trustee 1 Mar 1969 Other 4346081
Warren B Alexander Trustee 1 Mar 1973 Other 4378495
Kenneth S Janke Trustee 1 Feb 1987 Other 4370954
Robert Worst Hague Trustee 1 Feb 1987 Other 4329919
Donald E Danko Trustee 1 Feb 1987 Other 4378497
Lorraine Gustin Trustee 1 Feb 1987 Other 4378517
Kenneth R Lightcap Trustee 1 Feb 1987 Other 4378531
Leroy F Mumford Trustee 1 Feb 1987 Other 4378534
Richard A Holthaus Trustee 1 Aug 1987 Other 4378526
Elizabeth N Hamm Trustee 1 Aug 1995 Other 4378523
Peggy L Schmeltz Trustee 1 Aug 1995 Other 4378564
Robert Louis Wynn Trustee 1 Jan 1999 Other 2374846
National Association Of Investment Clubs Trust Indirect shareholder 1 Mar 1999 75% - 100% 38-3461466

Based in Madison Heights

The principal office where Growth Fund Advisor Inc performs its advisory services is located at 711 West Thirteen Mile Road, Madison Heights, MI 48071, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 248-583-6242 or by fax 248-583-4880. The normal business hours are 8:30 to 5:00 on Monday - Friday.


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