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| Keyboard |
| Financial Service Group Inc
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|---|---|
| CRD # | 107893 |
| SEC # | 801-41991 |
| CIK # | 0000089089 |
| AUM | 215.0 M (2026-01-23) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 262-554-4500 |
| Address | 4812 Northwestern Avenue Mount Pleasant, WI 53406 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 67.9 |
| (b) Individuals (high net worth individuals) | 74 | 147.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 645 | 215.0 |
| By Discretionary | ||
| Discretionary | 645 | 215.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 645 | 215.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.0 | |
| Total | 645 | 215.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000089089] | |
| 10-Q | [0000089089] | |
| 3 | [0000089089] | |
| 4 | [0000089089] | |
| 5 | [0000089089] | |
| 8-K | [0000089089] | |
| SC 13D | [0000089089] | |
| SC 13G | [0000089089] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Service Corp International | |
| Shaper C Park | |
| Haussler Jakki L | |
| Lund Victor L | |
| Coelho Tony | |
| Loredo Juan Carlos | |
| Tucker Sara Martinez | |
| Watts Marcus A | |
| Hill Thad | |
| Ochoa Ellen | |
| View All | |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Service Corp International SCI
Common Stock
|
2026-03-10 | Sell | 7,700 | $79.87 | 614,999 |
|
Service Corp International SCI
Common Stock
|
2026-03-05 | Tax withheld | 2,277 | $81.42 | 185,393 |
|
Service Corp International SCI
Common Stock
|
2026-03-05 | Tax withheld | 3,300 | $81.42 | 268,686 |
|
Service Corp International SCI
Common Stock
|
2026-03-05 | Tax withheld | 1,361 | $81.42 | 110,813 |
|
Service Corp International SCI
Common Stock
|
2026-03-05 | Tax withheld | 1,353 | $81.42 | 110,161 |
|
Service Corp International SCI
Common Stock
|
2026-03-05 | Tax withheld | 594 | $81.42 | 48,363 |
|
Service Corp International SCI
Common Stock
|
2026-03-05 | Tax withheld | 653 | $81.42 | 53,167 |
|
Service Corp International SCI
Common Stock
|
2026-02-26 | Gift | 6,250 | $0.00 | |
|
Service Corp International SCI
Common Stock
|
2026-02-25 | Gift | 6,250 | $0.00 | |
|
Service Corp International SCI
Common Stock
|
2026-02-18 | Grant | 4,462 | $0.00 | |
|
Service Corp International SCI
Common Stock
|
2026-02-18 | Grant | 1,525 | $0.00 | |
|
Service Corp International SCI
Common Stock
|
2026-02-18 | Grant | 9,296 | $0.00 | |
|
Service Corp International SCI
Employee Stock Option (right to buy) · derivative
|
2026-02-18 | Grant | 39,788 | $0.00 | |
|
Service Corp International SCI
Common Stock
|
2026-02-18 | Grant | 4,090 | $0.00 | |
|
Service Corp International SCI
Employee Stock Option (right to buy) · derivative
|
2026-02-18 | Grant | 19,098 | $0.00 | |
|
Service Corp International SCI
Common Stock
|
2026-02-18 | Grant | 3,184 | $0.00 | |
|
Service Corp International SCI
Employee Stock Option (right to buy) · derivative
|
2026-02-18 | Grant | 6,525 | $0.00 | |
|
Service Corp International SCI
Common Stock
|
2026-02-18 | Grant | 33,879 | $0.00 | |
|
Service Corp International SCI
Employee Stock Option (right ot buy) · derivative
|
2026-02-18 | Grant | 145,004 | $0.00 | |
|
Service Corp International SCI
Common Stock · derivative
|
2026-02-18 | Grant | 39,788 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
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