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Investment Growth Management, INC

Investment Growth Management, INC. CRD 135755

Investment Growth Management, INC logo

CRD: 135755

Investment Growth Management, INC

Clayton, CA
9257591507
www.investmentgrowthmanagement.com
$54.2M Total AUM
$50.1M Disc. AUM
-- 3Y CAGR
3 Employees
170 ADV. Clients
36 yrs Firm Age

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Firm Details

Custodian
Ascensus · Betterment · Charles Schwab & Company · TD Ameritrade
Clients
Retail and Institutional
Platforms
Element meridian
Established Date
05-18-1990
Office Locations
2

Office Locations

2001 Clayton Road Concord CA
-- Clayton CA

About Investment Growth Management, INC

Investment Growth Management is a fiduciary advisory firm providing unbiased investment management and integrated financial planning with a retirement focus. The team builds tailored, risk-aware portfolios (including ETFs and fixed income) and coordinates tax, healthcare, and estate planning considerations to support retirement income needs. Clients access accounts via a custom portal with Charles Schwab, plus consolidated multi-account reporting.

Team overview

-- AVG AGE
$27.1M AVG AUM / ADVISOR
$318.8K AVG AUM / CLIENT
7.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
36yrs Firm Age

Insights

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Asset Classes

Capital Peak peak

Client Personas

Pathway

Custodian

Bridge pioneer Eagle Unison momentum Harbor harbor Catalyst pioneer

Investment Themes

Eagle Value Zenith ridge Vital bridge

Investment Vehicles

Prime Value signal

Platform

Element foundation Focus north

Services

Vector Atlas harbor Bridge horizon Fusion frontier Optima bridge Ridge crest Momentum element

Technology

Summit fusion

Owner & Executives

ANDREW JOSEPH REDLICK

ANDREW JOSEPH REDLICK

Co-President, President

CRD
#6293687
Ownership
50% but less than 75%
(234) 870-9581
glacier.fusion@optimacapital.com
in linkedin.com/in/matrix-oak
M

MICHAEL JOSEPH REDLICK

President

CRD
#2053348
Ownership
50% but less than 75%
(793) 822-5072
vertex.harbor@alphacapital.com
in linkedin.com/in/unison-vertex

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Contacts

I

Ian Tongol

--

CRD
#7124376
(210) 677-2758
frontier.insight@pathwaycapital.com
in linkedin.com/in/matrix-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $50,106,852 --
Non-Discretionary $4,082,373 --
Total $54,189,225 --

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Separately Managed Accounts

Total SMA Asset: $54,189,225

$54.2M Total SMA
Public Funds:
12.8%
Equity - Exchange:
6.3%
Corporate - Non-Investment Grade:
7.1%
Corporate - Investment Grade:
15.1%
Private Funds:
20.9%
Cash:
18.8%
Municipal Bonds:
5.8%
U.S. Government/Agency:
13.2%
Asset class Assets Assets %
Public Funds $991,440,257 12.8%
Equity - Exchange $487,974,502 6.3%
Corporate - Non-Investment Grade $549,939,518 7.1%
Corporate - Investment Grade $1,169,589,679 15.1%
Private Funds $1,618,836,045 20.9%
Cash $1,456,177,878 18.8%
Municipal Bonds $449,246,367 5.8%
U.S. Government/Agency $1,022,422,765 13.2%
Total $7,745,627,011 100.0%

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