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MASUS FINANCIAL GROUP, LTD.
515 N. River Street
Suite 100
Batavia, Illinois 60510-2390
Tel: 630-879-8464
About MASUS FINANCIAL GROUP, LTD.
MASUS FINANCIAL GROUP, LTD, formally registered with the SEC as MASUS FINANCIAL GROUP, LTD. The firm was established in 07/28/2015. They have over 1 offices throughout the country.
MASUS FINANCIAL GROUP, LTD. is a Batavia, Illinois based Financial Planning firm with nearly $172,433,783 assets under management, offering retirement planning & investment advisory services to 665 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174339 |
| SEC# | 801-101531 |
| Assets Managed by Firm | $172,433,783 |
| No. of Clients | 665 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 665 | $172,433,783 |
| Individuals (other than high net worth individuals) | 295 | $94,297,925 |
| High net worth individuals | 43 | $78,004,045 |
| Corporations or other businesses | Fewer than 5 clients | $131,813 |
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