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FINANCIAL STRATEGIES GROUP
1220 28th Avenue North
Fargo, North Dakota 58102
Tel: 701-234-0103
About FINANCIAL STRATEGIES GROUP
FINANCIAL STRATEGIES GROUP, formally registered with the SEC as FINANCIAL STRATEGIES GROUP. The firm was established in 12/01/2006. They have over 2 offices throughout the country.
FINANCIAL STRATEGIES GROUP is a Fargo, North Dakota based Financial Planning firm with nearly $169,820,000 assets under management, offering retirement planning & investment advisory services to 1344 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122030 |
| SEC# | 801-67302 |
| Assets Managed by Firm | $169,820,000 |
| No. of Clients | 1344 |
| 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
- Selection for other advisors
- Other (RETIREMENT PLAN ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1344 | $169,820,000 |
| Individuals (other than high net worth individuals) | 608 | $113,573,000 |
| High net worth individuals | 51 | $54,178,000 |
| Charitable organizations | Fewer than 5 clients | $1,981,000 |
| Corporations or other businesses | Fewer than 5 clients | $88,000 |
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