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Building 2FINANCIAL STRATEGIES GROUP INC

Map pinMADISON, MS
Phone601-856-3825
NotebookSEC #801-57551
Total AUM
$6.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
455 PEBBLE CREEK DR
SUITE A
MADISON
MS 39110
USA
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
601-856-3825

ReceiptFinancials

Total AUM
$6.5M
Accounts
75
Discretionary
$6.5M
Accounts
75
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations

None reported

HandshakeAffiliates

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

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