RIA Intel›Advisers›Michigan›FINANCIAL STRATEGIES GROUP, INC

FINANCIAL STRATEGIES GROUP, INC

Advisory

N·OKEMOS, MI

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$677M
1-Year AUM Growth
+21.0%
3-Year CAGR
+6.5%
Employees
7
Assets Under Management
Total AUM$677M
Discretionary AUM$677M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,224
Team
Total Employees7
Investment Advisers27
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record30
First FilingJun 27, 2017
Latest FilingMar 25, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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