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FINANCIAL STRATEGIES GROUP
FARGO, ND
701-234-0103
SEC #801-67302Total AUM
$189.1M
Employees
10Clients
661Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1220 28TH AVENUE NORTH
FARGO
ND 58102
United States
FARGO
ND 58102
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
701-234-0103
Other Offices
1
Financials
Total AUM
$189.1M
Accounts
1,346Discretionary
$187.2M
Accounts
1,337Non-Discretionary
$2M
Accounts
9
Clients
Individual Clients
602AUM
$121M
HNW Individual Clients
57AUM
$66M
Charitable Organization Clients
1AUM
$2.1M
Corporation or Business Clients
1AUM
$85K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCOIAILLAMNNDNESDTXWI
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.