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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Strategies Inc
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| CRD # | 113097 |
| SEC # | 801-125921 |
| CIK # | 0001774343 |
| AUM | $137.0 M (2025-03-31) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 262-821-1664 |
| Address | 13555 Bishops Court Brookfield, WI 53005 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 25.1 | ||
| Amazon Com Inc | 12.6 | ||
| Alphabet Inc | 11.4 | ||
| HCA Holdings Inc | 10.0 | ||
| Progressive Corp/Oh/ | 9.6 | ||
| J P Morgan Chase & Co | 9.2 | ||
| Capital One Financial Corp | 9.1 | ||
| Apple Inc | 8.3 | ||
| Microsoft Corp | 8.0 | ||
| Berkley W R Corp | 7.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 82.6 |
| (b) Individuals (high net worth individuals) | 21 | 54.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 554 | 137.0 |
| By Discretionary | ||
| Discretionary | 548 | 136.1 |
| Non-Discretionary | 6 | 1.0 |
| Total | 554 | 137.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.0 | |
| Total | 554 | 137.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001774343] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Somnio Financial Group LLC
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CT | 0.1 |
|
Argent Wealth Management Inc
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|
TX | 0.1 |
|
Richwood Investment Advisors LLC
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OH | 0.1 |
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Beantown Financial Advisors LLC
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0.1 | |
|
Steward Advisors LLC
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IL | 0.1 |
|
Personal Financial Solutions LLC
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NJ | 0.1 |
|
Bird Rock Asset Management LP
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|
TX | 0.1 |
|
Unified Investment Management LLC
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|
GA | 0.1 |
|
Drystone LLC
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|
0.1 | |
|
Sustainable Investment Solutions LLC
✚
|
MA | 0.1 |