← Back to searchVisit website
FINANCIAL ADVISORY GROUP, INC.
CRD 337686
3601 COMMERCE COURT, SUITE 3, APPLETON, WI, 54911, United States
Phone
920-810-0401
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.2M
Discretionary AUM
$4.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $4.2M |
All web addresses on file
Official SEC filing: View on IAPD