Financial Strategies Group, Inc
Financial Strategies Group, Inc is an SEC-registered mass-market adviser in Okemos, MI with $677.4M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Financial Strategies Group, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289054, SEC 801-110898, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $677.4M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Okemos, MI
- Employees
- 27
- Clients
- 1,284
- CRD
- 289054
- Ownership
- CARTER, BRANDON, ELLIS; CARTER, BRICE, PATRICK; PRIEUR, KRISTIN, LYNNE; CULVER, BRITTANY, ANN; THALHAMMER, DOUGLAS
How much AUM does Financial Strategies Group, Inc have?
Financial Strategies Group, Inc reported $677.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Financial Strategies Group, Inc?
Disclosed owners and executives of Financial Strategies Group, Inc include CARTER, BRANDON, ELLIS, CARTER, BRICE, PATRICK, PRIEUR, KRISTIN, LYNNE, CULVER, BRITTANY, ANN, THALHAMMER, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.