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Quality Growth Management Inc (Rancho Santa Fe)


Quality Growth Management Inc is a large advisory firm based in Rancho Santa Fe. It manages $164.22 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Quality Growth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Quality Growth Management: assets under management

The assets under management (AUM) of Quality Growth Management Inc is $164.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $164.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.11 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Quality Growth Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rancho Santa Fe

The principal office where Quality Growth Management Inc performs its advisory services is located at 16236 San Dieguito Rd., Rancho Santa Fe, CA 92067 The mailing address of the firm is P.O. Box 9676, Rancho Santa Fe, CA 92091. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (858) 759-0617 or by fax (858) 832-8053. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at qualitygrowth.com, qgmi.com.


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