F
$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-2025
- Office Locations
- 2
Office Locations
-- Irvine CA
-- LOS Angeles CA
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.
Team overview
38 AVG AGE
$7.3M AVG AUM / ADVISOR
$186.2K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JASON TREMAINE MICHELI
Chief Compliance Officer, President
- CRD
- #4869404
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
DAVID S. FOX
--
- CRD
- #5011080
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,261,191 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,261,191 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing