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FINANCIAL STRATEGIES GROUP, INC
CRD 289054 · SEC 801-110898
2270 JOLLY OAK ROAD., SUITE 2, OKEMOS, MI, 48864, United States
Phone
(800) 804-0420
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$677.4M
Discretionary AUM
$677.4M
Team
27 total employees; 7 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1086 | $314.9M |
| High net worth individuals | 195 | $350.5M |
| Pension/profit sharing plans | 1 | $9.7M |
| Charitable organizations | 2 | $2.3M |
States served
AZ, CA, CO, GA, IL, IN, MI, NE, NV, NC, OH, TN, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD