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Home > Retirement Planners > michigan > okemos > FINANCIAL STRATEGIES GROUP, INC
FINANCIAL STRATEGIES GROUP, INC
2270 Jolly Oak Road., Suite 2
Okemos, Michigan 48864
Tel: (800) 804-0420
About FINANCIAL STRATEGIES GROUP, INC
FINANCIAL STRATEGIES GROUP, INC, formally registered with the SEC as FINANCIAL STRATEGIES GROUP, INC. The firm was established in 08/01/2017. They have over 2 offices throughout the country.
FINANCIAL STRATEGIES GROUP, INC is a Okemos, Michigan based Financial Planning firm with nearly $468,613,399 assets under management, offering retirement planning & investment advisory services to 3111 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289054 |
| SEC# | 801-110898 |
| Assets Managed by Firm | $468,613,399 |
| No. of Clients | 3111 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3111 | $468,613,399 |
| Individuals (other than high net worth individuals) | 1216 | $436,520,212 |
| High net worth individuals | 11 | $20,206,737 |
| Pension and profit sharing plans | 1 | $9,076,331 |
| Charitable organizations | 3 | $2,810,119 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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