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| Financial Strategies Group Inc
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|
|---|---|
| CRD # | 289054 |
| SEC # | 801-110898 |
| CIK # | 0001774343 |
| AUM | $387.3 MM (2023-03-28) |
| Employees | 21 (33% Investors, 0% Brokers) |
| Phone | 517-347-4337 |
| Address | 2270 Jolly Oak Road, Suite 2 Okemos, MI 48864 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.0 | |
| AMZN | 1,092,997.8 | 2.6 | |
| GOOG | 1,482,566.4 | 2.4 | |
| XOM | 385,508.3 | 2.2 | |
| VZ | 211,914.0 | 2.0 | |
| PG | 338,108.9 | 1.8 | |
| MSFT | 1,918,222.4 | 1.7 | |
| BABA | 312,333.0 | 1.6 | |
| PGR | 67,509.2 | 1.6 | |
| HCA | 51,952.1 | 1.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,188 | 257.1 |
| (b) Individuals (high net worth individuals) | 64 | 116.2 |
| (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 | 4 | 11.3 |
| (h) Charitable organizations | 3 | 2.5 |
| (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 | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,097 | 387.3 |
| By Discretionary | ||
| Discretionary | 3,093 | 376.0 |
| Non-Discretionary | 4 | 11.3 |
| Total | 3,097 | 387.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 387.3 | |
| Total | 3,097 | 387.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001774343] |
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