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| Keyboard |
| Financial Strategies Investment Advisor Services Inc
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|---|---|
| CRD # | 113526 |
| SEC # | 801-132837 |
| CIK # | |
| AUM | 103.9 M (2025-08-08) |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Healthview Asset Management Inc
✚
|
PA | 104.4 M |
|
Red Seven
✚
|
CA | 104.4 M |
|
Asset Planning Corporation
✚
|
FL | 104.4 M |
|
Wellacre Wealth Management LLC
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|
CA | 104.3 M |
|
Bright Lake Wealth Management LLC
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|
CA | 103.6 M |
|
Lifefocus Financial Advisors LLC
✚
|
WA | 103.5 M |
|
AG Financial LLC
✚
|
UT | 103.5 M |
|
Seaside Wealth Advisors LLC
✚
|
NC | 103.5 M |
|
Stage Wealth Management Inc
✚
|
103.5 M | |
|
Naylor & Company Investments LLC
✚
|
103.4 M |