Investment Growth Management, Inc

RIASEC Registered
Total AUM
$54.2M
Discretionary
$50.1M
92% of AUM
Avg account
$638K
Accounts
85
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
135755
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI56.56%
  • Individuals34.75%
  • Corporations / Businesses8.68%
Services
Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Investment Growth Management, Inc. is an independent registered investment adviser that serves both individual and small institutional clients. The firm offers a mix of financial planning, portfolio management for individuals and small businesses, client education through seminars and newsletters, and fee arrangements that include a percentage of assets under management, hourly fees and fixed-fee engagements. It is not positioned as a capital allocator; instead, it constructs portfolios largely from pooled public funds and third‑party managed strategies, with supplemental corporate debt holdings and targeted real estate allocations through external managers. The firm does not identify as an active ESG investor and operates on a single‑state registration basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 39%, Exchange Traded Equities 29%, Non-Investment Grade Corp Bonds 19%, Investment Grade Corp Bonds 7%, Private Funds 3%, US Government Bonds 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%39%
  • Public Funds/Mutual Funds39%
  • Exchange Traded Equities29%
  • Non-Investment Grade Corp Bonds19%
  • Investment Grade Corp Bonds7%
  • Private Funds3%

Contacts

3 of 3
  • Ian Tongol

    Ian Tongol

    Client Relations SpecialistCRD 7124376

  • Andrew Redlick

    Andrew Redlick

    Co-PresidentCRD 6293687

  • Michael Redlick

    Michael Redlick

    Co-PresidentCRD 2053348

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth