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| Financial Solutions Advisory Group Inc
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|---|---|
| CRD # | 125218 |
| SEC # | 801-62068 |
| CIK # | 0002135269 |
| AUM | 935.0 M (2026-03-25) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 773-714-1540 |
| Address | 8700 W Bryn Mawr Avenue, Suite 410N Chicago, IL 60631 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002135269 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 104.2 | ||
| Broadcom Inc | 16.6 | ||
| Cummins Inc | 5.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 350 | 900.0 |
| (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 | 10 | 35.0 |
| (n) Other | 0 | 0.0 |
| Total | 360 | 935.0 |
| By Discretionary | ||
| Discretionary | 350 | 900.0 |
| Non-Discretionary | 10 | 35.0 |
| Total | 360 | 935.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 935.0 | |
| Total | 360 | 935.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002135269] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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