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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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