SEC Form ADV

FINANCIAL STRATEGIES GROUP, INC

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

Registered Investment AdviserMI
$677.4M
Assets Under Management
3,463
Total Clients
27
Employees
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Registration Details

Accession
CRD-289054
Location
OKEMOS, MI
Filing Date
March 25, 2026
AUM
$677.4M
Total Clients
3,463
Institutional Clients
3
Employees
27
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

FINANCIAL STRATEGIES GROUP, INC is a registered investment adviser headquartered in OKEMOS, MI, managing approximately $677.4M in assets across 3,463 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.