F
CRD: 135420
Financial Growth Management, Inc.
Costa Mesa, CA, 92626
7142434340
$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
39 yrs Firm Age
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- Custodian
- Axos · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-24-1987
- Office Locations
- 2
Office Locations
17871 Santiago Blvd Villa Park CA
-- LOS Angeles CA
About Financial Growth Management, Inc.
Financial Growth Management, Inc. is a Costa Mesa-based RIA with 2 offices. The firm has been operating for 39 years. Managing $12.0M in total assets under management, with 1 advisory representatives. They custody assets with Axos and Charles Schwab & Company. Services offered include Financial Planning, Insurance.
Team overview
38 AVG AGE
$12.0M AVG AUM / ADVISOR
$272.9K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
39yrs Firm Age
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Asset Classes
Delta wave Insight atlas Value foundation
Investment Vehicles
Beacon
Services
Oak vertex Horizon
Owner & Executives
JASON TREMAINE MICHELI
Chief Compliance Officer, President
- CRD
- #4869404
- Ownership
- 75% or more
(292) 826-5288
frontier.crest@pioneercapital.com
in linkedin.com/in/glacier-delta
Showing 1 of 1 owners & executives
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DAVID S. FOX
Registered Representative
- CRD
- #5011080
(629) 846-5305
optima.catalyst@oakcapital.com
in linkedin.com/in/peak-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,006,187 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,006,187 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,006,187
Cash:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $3,291,328,168 | 100.0% |
| Total | $3,291,328,168 | 100.0% |