Financial Growth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Growth Management provides discretionary investment management and financial planning to individuals (including both non‑high‑net‑worth and high‑net‑worth clients), as well as charitable organizations and businesses. The firm develops client‑specific plans, delivers written or electronic reports, and performs ongoing monitoring with at least annual reviews and follow‑up communications.
The firm employs both active and passive strategies, typically using index mutual funds and ETFs for passive exposure and active management where appropriate, and describes a proprietary mathematical algorithm that shifts allocations (for example, into high‑yield bond funds during rising trends and into money market funds during downtrends). Account supervision is guided by stated objectives, time horizons, risk tolerance and tax considerations, and clients may impose reasonable investment restrictions.
Noteworthy for a small advisor, the firm manages roughly $7.26 million in discretionary assets across about 39 client relationships and occasionally offers no‑fee educational seminars and workshops. The firm does not participate in wrap fee programs or act as a private‑fund adviser, may allow client‑directed brokerage on a case‑by‑case basis, and uses written solicitor agreements to compensate independent referrers.
Client services
Expertise
Fee options
2.00% annually for all asset amounts
Main office
Irvine CA, United States
Offices (1)
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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