SEC Form ADV

FINANCIAL STRATEGIES GROUP

Firm profile: Financial Strategies — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserND
$189.1M
Assets Under Management
1,346
Total Clients
10
Employees
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Registration Details

Accession
CRD-122030
Location
FARGO, ND
Filing Date
May 5, 2026
AUM
$189.1M
Total Clients
1,346
Employees
10
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

FINANCIAL STRATEGIES GROUP is a registered investment adviser headquartered in FARGO, ND, managing approximately $189.1M in assets across 1,346 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.