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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Strategies Investment Advisor Services Inc
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|---|---|
| CRD # | 113526 |
| SEC # | 801-132837 |
| CIK # | |
| AUM | $103.9 M (2025-05-30) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 203-798-9873 |
| Address | 8 School Street Bethel, CT 06801 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 286 | 60.9 |
| (b) Individuals (high net worth individuals) | 24 | 42.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 478 | 103.9 |
| By Discretionary | ||
| Discretionary | 478 | 103.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 478 | 103.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.9 | |
| Total | 478 | 103.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jansen Wealth Management LLC
✚
|
WI | 0.1 |
|
Wagner Wealth Management Corp
✚
|
PA | 0.1 |
|
Harborfront Financial LLC
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|
MI | 0.1 |
|
Chestnut Street Investment Counsel LLC
✚
|
PA | 0.1 |
|
Rigden Enterprises
✚
|
CO | 0.1 |
|
Coral Wealth Management LLC
✚
|
FL | 0.1 |
|
RASP Wealth Solutions LLC
✚
|
0.1 | |
|
TONE Capital LLC
✚
|
VA | 0.1 |
|
Dynamic Trading Management LLC
✚
|
NY | 0.1 |
|
McCormack Financial Planning Inc
✚
|
GA | 0.1 |