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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Service Group Inc
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|---|---|
| CRD # | 107893 |
| SEC # | 801-41991 |
| CIK # | 0000089089 |
| AUM | $324.7 M (2025-01-30) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 262-554-4500 |
| Address | 4812 Northwestern Avenue Mount Pleasant, WI 53406 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 84.0 |
| (b) Individuals (high net worth individuals) | 105 | 240.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 909 | 324.7 |
| By Discretionary | ||
| Discretionary | 909 | 324.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 909 | 324.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 324.7 | |
| Total | 909 | 324.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000089089] | |
| 10-Q | [0000089089] | |
| 3 | [0000089089] | |
| 4 | [0000089089] | |
| 5 | [0000089089] | |
| 8-K | [0000089089] | |
| SC 13D | [0000089089] | |
| SC 13G | [0000089089] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Goepper Burkhardt LLC
✚
|
SC | 0.3 |
|
Southwest Investment Advisors Inc
✚
|
AZ | 0.3 |
|
Bluestem Financial Advisors LLC
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|
IL | 0.3 |
|
Dustin Blodgett Insight Capital LLC
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|
CA | 0.3 |
|
Strategic Planning Inc
✚
|
OH | 0.3 |
|
Houlihan Financial Resource Group Ltd
✚
|
VA | 0.3 |
|
Perennial Advisors Group LLC
✚
|
MA | 0.3 |
|
Leeward Financial Partners LLC
✚
|
0.3 | |
|
Prudent Man Investment Management Inc
✚
|
CO | 0.3 |
|
Kennicott Capital Management LLC
✚
|
0.3 |