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FINANCIAL SOLUTIONS ADVISORY GROUP

FINANCIAL SOLUTIONS ADVISORY GROUP, INC.

CRD 125218 · SEC 801-62068

Visit website

8700 W. BRYN MAWR AVENUE, SUITE 410-N, CHICAGO, IL, 60631, United States

Phone

773-714-1540

Fax

773-714-1550

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$935.0M

Discretionary AUM

$900.0M

Team

10 total employees; 9 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals

Client types

TypeClientsAUM
High net worth individuals350$900.0M
Corporations/business entities10$35.0M

States served

AZ, CA, CO, IL, IN, MD, MI, NY, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD