Investment Growth Management, Inc
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds39%
- Exchange Traded Equities29%
- Non-Investment Grade Corp Bonds19%
- Investment Grade Corp Bonds7%
- Private Funds3%
Contacts
3 of 3
Ian Tongol
Client Relations SpecialistCRD 7124376

Andrew Redlick
Co-PresidentCRD 6293687

Michael Redlick
Co-PresidentCRD 2053348
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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