Financial Strategies Group
Financial Strategies Group is an SEC-registered mass-market adviser in Fargo, ND with $189.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Financial Strategies Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122030, SEC 801-67302, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $189.1M (2026-05-05)
- Firm type
- Mass-Market Adviser
- Location
- Fargo, ND
- Employees
- 10
- Clients
- 659
- CRD
- 122030
- Ownership
- YOUNG, MARK, VICTOR; YOUNG, MICHAEL, VICTOR; YOUNG, BARBARA, DALE; SCHMITZ, DOUGLAS, GENE; ROTTMAN, CRAIG, ALAN
How much AUM does Financial Strategies Group have?
Financial Strategies Group reported $189.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Financial Strategies Group?
Disclosed owners and executives of Financial Strategies Group include YOUNG, MARK, VICTOR, YOUNG, MICHAEL, VICTOR, YOUNG, BARBARA, DALE, SCHMITZ, DOUGLAS, GENE, ROTTMAN, CRAIG, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.