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Financial Strategies Group Inc
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CRD # | 289054 |
SEC # | 801-110898 |
CIK # | 0001774343 |
AUM | $468.6 MM (2024-03-20) |
Employees | 23 (26% Investors, 0% Brokers) |
Phone | 800-804-0420 |
Address | 2270 Jolly Oak Road, Suite 2 Okemos, MI 48864 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001774343] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hyposwiss Advisors Sa
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|
0.5 | |
44 Wealth Management LLC
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|
OR | 0.5 |
Ogorek Wealth Management LLC
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|
NY | 0.5 |
Cambridge Financial Group LLC
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|
AZ | 0.5 |
Kennedy Investment Group Inc
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|
NJ | 0.5 |
The Marshall Financial Group LLC
✚
|
MD | 0.5 |
Trinity Capital Investors
✚
|
MS | 0.5 |
US Asset Management LLC
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|
PA | 0.5 |
Bigelow Investment Advisors LLC
✚
|
ME | 0.5 |
ABLE Financial Group LLC
✚
|
AZ | 0.5 |