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FINANCIAL SERVICE GROUP INC
4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Tel: 262-554-4500
About FINANCIAL SERVICE GROUP INC
FINANCIAL SERVICE GROUP INC, formally registered with the SEC as FINANCIAL SERVICE GROUP INC. The firm was established in 08/03/1992. They have over 1 offices throughout the country.
FINANCIAL SERVICE GROUP INC is a Mount Pleasant, Wisconsin based Financial Planning firm with nearly $324,696,730 assets under management, offering retirement planning & investment advisory services to 909 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107893 |
| SEC# | 801-41991 |
| Assets Managed by Firm | $324,696,730 |
| No. of Clients | 909 |
| No. of Advisors | 10 |
Fee Structure
- Hourly charges
- Fixed fees
- Other (PERCENTAGE OF NET WORTH & INCOME)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (TAX PLANNING & PREPARATOIN)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 909 | $324,696,730 |
| Individuals (other than high net worth individuals) | 148 | $84,004,080 |
| High net worth individuals | 105 | $240,692,650 |
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