THE FINANCIAL STRATEGIES GROUP, INC
CRD #119900 SEC #801-66587 CLEVELAND, OH 216-436-6000
SEC Registered
Total AUM
$37.3M
Discretionary
$37M
Employees
5
Clients
51
Accounts
328
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2009 | $1.5M | $1.5M | $0 | 5 | -- |
| Mar 2008 | $39.1M | $38.3M | $730.7K | 5 | -- |
| Oct 2007 | $37.3M | $37M | $270K | 5 | -- |
| Mar 2007 | $37.3M | $37M | $270K | 5 | -- |
DateApr 2009
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$39.1M
Discretionary$38.3M
Non-Disc.$730.7K
Employees5
Clients--
DateOct 2007
Total AUM$37.3M
Discretionary$37M
Non-Disc.$270K
Employees5
Clients--
DateMar 2007
Total AUM$37.3M
Discretionary$37M
Non-Disc.$270K
Employees5
Clients--