FINANCIAL GROWTH MANAGEMENT, INC.

FINANCIAL GROWTH MANAGEMENT, INC. of COSTA MESA, CA is an SEC-registered investment adviser (CRD 135420). Regulatory assets under management: $12.0M.

Registration

• CRD: 135420
• Type: Registered investment adviser
• Location: 695 TOWN CENTER DR, COSTA MESA, CA, 92626
• Phone: 714-243-4340
• Latest filing: 2025-03-26
• Regulatory AUM: $12.0M
• Discretionary AUM: $12.0M
• Clients: 1
• Accounts: 69

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135420 on SEC IAPD (source of record)
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