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| Financial Strategies Group Inc
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|---|---|
| CRD # | 289054 |
| SEC # | 801-110898 |
| CIK # | 0001774343 |
| AUM | $677.4 M (2026-03-25) |
| Employees | 27 (26% Investors, 0% Brokers) |
| Phone | 800-804-0420 |
| Address | 2270 Jolly Oak Road, Suite 2 Okemos, MI 48864 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 32.2 | ||
| Alphabet Inc | 15.4 | ||
| Amazon Com Inc | 15.1 | ||
| Progressive Corp/Oh/ | 13.6 | ||
| Factset Research Systems Inc | 12.0 | ||
| J P Morgan Chase & Co | 11.0 | ||
| Ace Ltd | 10.8 | ||
| Capital One Financial Corp | 10.4 | ||
| Berkley W R Corp | 9.9 | ||
| HCA Holdings Inc | 9.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,086 | 314.9 |
| (b) Individuals (high net worth individuals) | 195 | 350.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 9.7 |
| (h) Charitable organizations | 2 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,463 | 677.4 |
| By Discretionary | ||
| Discretionary | 3,463 | 677.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,463 | 677.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 677.4 | |
| Total | 3,463 | 677.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001774343] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marotta Asset Management Inc
✚
|
VA | 0.7 |
|
Precedent Wealth Partners LLC
✚
|
TX | 0.7 |
|
van Den Berg Management I Inc
✚
|
TX | 0.7 |
|
Rockport Wealth LLC
✚
|
OH | 0.7 |
|
Summit Wealth Partners LLC
✚
|
FL | 0.7 |
|
RDA Financial Network Inc
✚
|
IA | 0.7 |
|
Garden State Investment Advisory Services LLC
✚
|
NJ | 0.7 |
|
New England Capital Financial Advisors LLC
✚
|
CT | 0.7 |
|
Harvest Financial Advisors LLC
✚
|
OH | 0.7 |
|
Beck Bode LLC
✚
|
MA | 0.7 |