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FSG FINANCIAL SERVICES, INC.
CRD 291629
10001 W. BELL ROAD, SUITE 148, SUN CITY, AZ, 85351, United States
Phone
623-561-2323
Fax
623-321-1225
Registration
— (—)
Source
State registered
Total AUM
$52.3M
Discretionary AUM
$52.3M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; REFERRAL FEES
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $36.5M |
| High net worth individuals | 13 | $15.8M |
Official SEC filing: View on IAPD