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
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