1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FINANCIAL STRATEGIES GROUP, INC

Map pinOKEMOS, MI
Phone(800) 804-0420
NotebookSEC #801-110898
Total AUM
$677.4M
Employees
27
Clients
1,284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2270 JOLLY OAK ROAD., SUITE 2
OKEMOS
MI 48864
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(800) 804-0420
Other Offices
1

ReceiptFinancials

Total AUM
$677.4M
Accounts
3,463
Discretionary
$677.4M
Accounts
3,463
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1,086
AUM
$314.9M
HNW Individual Clients
195
AUM
$350.5M
Pension/Profit Sharing Plan Clients
1
AUM
$9.7M
Charitable Organization Clients
2
AUM
$2.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINMINCNVOHTNTXWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account