Financial Growth Management Inc.
Firm details
- Headquarters
- ,
- CRD number
- 336548
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Growth Management Inc. is a small, corporate-structured advisory firm that serves individual and family clients with a focus on portfolio management for individuals and small businesses. The firm also provides educational seminars and workshops as part of its client-facing services. Fees are charged as a percentage of assets under management. Public filings indicate the adviser does not identify as an active ESG investor, is not a capital allocator, and does not operate as a multi-state adviser or pension consultant. The firm's industry affiliation is listed as Other Investment Adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Jason Micheli
PresidentCRD 4869404

David Fox
Registered RepresentativeCRD 5011080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Priority Investment Management LLC
RIASerene Wealth Planning, LLC
RIAEverett, WA
Envest Advisors, LLC
RIAMyrtle Beach, SC
CRU Wealth Management
RIALonghouse Wealth Management
RIAEncinitas, CA
Trivium Capital Partners, LLC
RIALogan, UT