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| Financial Service Group Inc
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|
|---|---|
| CRD # | 107893 |
| SEC # | 801-41991 |
| CIK # | 0000089089 |
| AUM | $215.0 M (2026-01-23) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 262-554-4500 |
| Address | 4812 Northwestern Avenue Mount Pleasant, WI 53406 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($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] |
| 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 | |
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