FINANCIAL SOLUTIONS ADVISORY GROUP

8700 W. Bryn Mawr Avenue, Suite 410-N
Chicago, Illinois 60631
Tel: 773-714-1540

About FINANCIAL SOLUTIONS ADVISORY GROUP

FINANCIAL SOLUTIONS ADVISORY GROUP, formally registered with the SEC as FINANCIAL SOLUTIONS ADVISORY GROUP. The firm was established in 06/06/2003. They have over 1 offices throughout the country.

FINANCIAL SOLUTIONS ADVISORY GROUP is a Chicago, Illinois based Financial Planning firm with nearly $730,000,000 assets under management, offering retirement planning & investment advisory services to 350 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125218
SEC#	801-62068
Assets Managed by Firm	$730,000,000
No. of Clients	350
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	350	$730,000,000
High net worth individuals	340	$700,000,000
Corporations or other businesses	10	$30,000,000

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