Financial Strategies Group, Inc
Firm details
- Headquarters
- Okemos, Michigan
- CRD number
- 289054
- Registered since
- August 1, 2017
- Website
- fsgmichigan.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.75%
- Individuals46.48%
- Pension & Profit Sharing Plans1.43%
- Charitable Organizations0.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Strategies Group, Inc. is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management across a range of client types — from individuals and small businesses to pooled vehicles and institutional accounts — and also engages in selecting external managers, publishing periodic newsletters, and running educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The adviser is SEC-registered (since 2017) and reports an affiliation with an insurance company. They are not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities29%
- Private Funds7%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$629M in ETFs
80%
$504M
20%
$125M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $70.9M | 779,808 | 11.27% |
Location
Okemos, MI
Ingham
Location
Okemos, MI
Headquartered in Okemos, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Ingham
- Address
- 2270 Jolly Oak Rd
- Time zone
- ET (UTC-5)
- Office locations
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