Tifin Grow LLC

TIFIN Grow LLC is a registered investment adviser with the SEC, established in 2019, offering sub-advisory services to investment advisers and wealth managers through an online platform. The firm provides personalized investment recommendations based on client profiles and risk tolerance, with subscription fees ranging from $125 to $1,400 per month. TIFIN Grow does not participate in wrap fee programs and manages assets totaling $3,939,000 as of 12/31/2022. Clients have no minimum account size requirement. The firm's investment strategy combines positive psychology with modern wealth management, utilizing proprietary software to develop personalized portfolios. TIFIN Grow does not have physical custody of client assets but may have discretion to manage securities accounts on behalf of clients. The firm does not accept compensation for the sale of securities outside its association. TIFIN Grow has not been involved in any legal or disciplinary events, and its financial condition is sound. Clients receive quarterly account statements and have the option to sync external accounts for investment recommendations. The firm does not vote on client securities and has not been subject to bankruptcy petitions in the last ten years.