FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC.
CRD #113526 SEC #801-132837 BETHEL, CT 203-798-9873
SEC Registered
Total AUM
$103.9M
Discretionary
$103.9M
Employees
5
Clients
0
Accounts
478
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $103.9M | $103.9M | $0 | 5 | 0 |
| Aug 2025 | $103.9M | $103.9M | $0 | 5 | 0 |
| May 2025 | $103.9M | $103.9M | $0 | 5 | 0 |
| May 2025 | $103.9M | $103.9M | $0 | 5 | 0 |
| Apr 2025 | $103.9M | $103.9M | $0 | 5 | 0 |
| Apr 2025 | $103.9M | $103.9M | $0 | 5 | 0 |
DateAug 2025
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2025
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2025
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees5
Clients0