RIA Intel›Advisers›Arizona›FSG FINANCIAL SERVICES, INC.

FSG FINANCIAL SERVICES, INC.

Advisory

SUN CITY, AZ

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in AZ

#376

of 387 advisers by AUM

Average account

$321K

across 163 accounts

AUM per adviser

$17M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$52M

Discretionary AUM$52M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients163

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ, CA, NV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

163 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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