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Building 2THE FINANCIAL STRATEGIES GROUP, INC

Map pinINDEPENDENCE, OH
Phone216-573-3788
NotebookSEC #801-66587
Total AUM
$1.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5005 ROCKSIDE ROAD
SUITE 600
INDEPENDENCE
OH 44131
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
216-573-3788

ReceiptFinancials

Total AUM
$1.5M
Accounts
65
Discretionary
$1.5M
Accounts
65
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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

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