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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-2025
- Office Locations
- 2
Office Locations
About Financial Growth Management Inc.
Financial Growth Management Inc. is a Irvine-based RIA with 2 offices. The firm has been operating for 0 years. Managing $7.3M in total assets under management, with 1 advisory representatives. They custody assets with Axos and Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 39 clients, or 39 clients per representative. That equates to $186.2K in reported AUM per client.
The profile lists 2 reported office locations. The source data was last updated on April 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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Owner & Executives
JASON TREMAINE MICHELI
Chief Compliance Officer, President
- CRD
- #4869404
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID S. FOX
--
- CRD
- #5011080
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,261,191 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,261,191 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Financial Growth Management Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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