Financial Strategies Group Inc

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Assets, Funds, Holdings

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Financial Strategies Group Inc
CRD #289054
SEC #801-110898
CIK #0001774343
AUM $468.6 MM (2024-03-20)
Employees 23 (26% Investors, 0% Brokers)
Phone800-804-0420
Address2270 Jolly Oak Road, Suite 2
Okemos, MI 48864
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
50040030020010002001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
SPEM 21.5
AAPL 2,382,844.0 9.9
AMZN 1,092,997.8 9.3
GOOG 1,482,566.4 9.1
VZ 211,914.0 7.1
JPM 340,169.2 6.9
PGR 67,509.2 6.3
COF 42,653.9 6.0
HCA 51,952.1 6.0
WRB 18,322.2 5.9
View All
Holdings by Sector ($MM)
4003202401608002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,216 436.5
(b) Individuals (high net worth individuals) 11 20.2
(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 9.1
(h) Charitable organizations 3 2.8
(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 3,111 468.6
By Discretionary
Discretionary 3,111 468.6
Non-Discretionary 0 0.0
Total 3,111 468.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 468.6
Total 3,111 468.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001774343]
Comparable Firms State AUM ($BB)
Hyposwiss Advisors Sa
0.5
44 Wealth Management LLC
OR 0.5
Ogorek Wealth Management LLC
NY 0.5
Cambridge Financial Group LLC
AZ 0.5
Kennedy Investment Group Inc
NJ 0.5
The Marshall Financial Group LLC
MD 0.5
Trinity Capital Investors
MS 0.5
US Asset Management LLC
PA 0.5
Bigelow Investment Advisors LLC
ME 0.5
ABLE Financial Group LLC
AZ 0.5
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