Financial Growth Management Inc.

RIASEC Registered
Total AUM
$7.3M
Discretionary
$7.3M
100% of AUM
Avg account
$173K
Accounts
42
Employees
1
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Jason Micheli

    Jason Micheli

    PresidentCRD 4869404

  • David Fox

    David Fox

    Registered RepresentativeCRD 5011080

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth