Sierens Financial Group, Inc.
Firm details
- Headquarters
- Elgin, Illinois
- CRD number
- 338429
- Website
- sierensfinancialgroup.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sierens Financial Group, Inc. is an Illinois-based corporate advisory firm that provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm is registered with the SEC (SEC Registered Year: Unknown) and is owned by an individual. Its compensation model includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements, allowing flexibility for both ongoing portfolio management and one-off planning engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. It maintains an industry affiliation with an insurance company.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Elgin, IL
Kane
Location
Elgin, IL
Headquartered in Elgin, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Kane
- Address
- 2250 Point Blvd
- Time zone
- CT (UTC-6)
- Office locations
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