Financial Growth Management, Inc.

Financial Growth Management, Inc. (CRD# 135420) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $25,258,989 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
695 Town Center Dr, #1100, Costa Mesa, CA 92626
https://financialgrowthmanagement.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $271,602
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financial Growth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Sandra Edwards, financial advisor Villa Park CA
Sandra M. Edwards
CRD#: 730725
17871 Santiago Blvd., Suite 224, Villa Park, CA 92861

Sandra Edwards (CRD# 730725) is an Investment Advisor Representative working at Financial Growth Management, Inc. in Villa Park, CA and has over 39 years of experience in the finance industry.

2
David Fox, financial advisor Los Angeles CA
David S. Fox
CRD#: 5011080
Los Angeles, CA

David Fox (CRD# 5011080) is an Investment Advisor Representative working at Financial Growth Management, Inc. in Los Angeles, CA and has 1 year of experience in the finance industry.

3
Raymond Hansen, financial advisor Villa Park CA
Raymond M. Hansen
CRD#: 236304
17871 Santiago Blvd., Suite 224, Villa Park, CA 92861

Raymond Hansen (CRD# 236304) is an Investment Advisor Representative working at Financial Growth Management, Inc. in Villa Park, CA and has over 42 years of experience in the finance industry.

4
Jason Micheli, financial advisor Villa Park CA
Jason T. Micheli
CRD#: 4869404
17871 Santiago Blvd, Villa Park, CA 92861

Jason Micheli (CRD# 4869404) is an Investment Advisor Representative working at Financial Growth Management, Inc. in Villa Park, CA and has over 19 years of experience in the finance industry.

5
Glen Storey, financial advisor Camarillo CA
Glen M. Storey
CRD#: 5011062
Camarillo, CA

Glen Storey (CRD# 5011062) is an Investment Advisor Representative working at Financial Growth Management, Inc. in Camarillo, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals