FINANCIAL STRATEGIES, INC.
CRD #113097 SEC #801-125921 BROOKFIELD, WI 262-821-1664
SEC Registered
Total AUM
$137M
Discretionary
$136.1M
Employees
5
Clients
101
Accounts
554
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $137M | $136.1M | $971.7K | 5 | 0 |
| Jan 2025 | $131.7M | $131.7M | $0 | 5 | 0 |
| Mar 2024 | $131.7M | $131.7M | $0 | 5 | 0 |
| Jun 2023 | $102.5M | $102.5M | $0 | 5 | 0 |
| Mar 2023 | $102.5M | $102.5M | $0 | 6 | 0 |
| Nov 2022 | $121.3M | $121.3M | $0 | 6 | 0 |
| May 2022 | $121.3M | $121.3M | $0 | 6 | 0 |
DateMar 2025
Total AUM$137M
Discretionary$136.1M
Non-Disc.$971.7K
Employees5
Clients0
DateJan 2025
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2023
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees6
Clients0