FINANCIAL SOLUTIONS ADVISORY GROUP, INC.
Legal name: FINANCIAL SOLUTIONS ADVISORY GROUP
CRD #125218 SEC #801-62068 CHICAGO, IL 773-714-1540
SEC Registered
Total AUM
$880M
Discretionary
$850M
Employees
10
Clients
51
Accounts
350
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $880M | $850M | $30M | 10 | 0 |
| Mar 2025 | $880M | $850M | $30M | 10 | 0 |
| May 2024 | $730M | $700M | $30M | 10 | 0 |
| May 2024 | $730M | $700M | $30M | 10 | 0 |
| Mar 2024 | $730M | $700M | $30M | 10 | 0 |
| Mar 2024 | $700M | $680M | $20M | 10 | 0 |
| Feb 2023 | $650M | $640M | $10M | 10 | 335 |
| Feb 2022 | $695M | $695M | $0 | 10 | 340 |
| Mar 2021 | $646.3M | $646.3M | $0 | 10 | 0 |
| Sep 2020 | $597M | $597M | $0 | 9 | 0 |
| Jun 2020 | $597M | $597M | $0 | 9 | 0 |
| Feb 2020 | $597M | $597M | $0 | 9 | 0 |
| Jun 2019 | $300M | $300M | $0 | 8 | 0 |
| Apr 2019 | $300M | $300M | $0 | 8 | 0 |
| Mar 2018 | $308M | $308M | $0 | 9 | 0 |
| Mar 2017 | $278M | $275M | $3M | 9 | 200 |
| Mar 2016 | $261.5M | $246.6M | $14.9M | 7 | 200 |
| Mar 2015 | $270.2M | $250M | $20.3M | 9 | 200 |
| Mar 2014 | $267M | $23.3M | $243.7M | 9 | 200 |
| Feb 2014 | $267M | $23.3M | $243.7M | 9 | 200 |
| Mar 2013 | $244M | $233M | $11M | 8 | 200 |
| Jan 2012 | $170M | $160M | $10M | 6 | 200 |
| Mar 2011 | $174M | $164M | $10M | 10 | -- |
| Feb 2011 | $174M | $164M | $10M | 10 | -- |
| Feb 2011 | $174M | $164M | $10M | 10 | -- |
| Jan 2010 | $170M | $164.2M | $5.8M | 10 | -- |
| Feb 2009 | $115M | $107.5M | $7.5M | 10 | -- |
| Oct 2007 | $110M | $110M | $0 | 5 | -- |
| Jan 2007 | $110M | $110M | $0 | 5 | -- |
| Dec 2006 | $118M | $100M | $18M | 5 | -- |
| Feb 2006 | $100M | $82M | $18M | 5 | -- |
| Oct 2005 | $100M | $100M | $0 | 5 | -- |
| Jan 2005 | $65M | $65M | $0 | 5 | -- |
DateDec 2025
Total AUM$880M
Discretionary$850M
Non-Disc.$30M
Employees10
Clients0
DateMar 2025
Total AUM$880M
Discretionary$850M
Non-Disc.$30M
Employees10
Clients0
DateMay 2024
Total AUM$730M
Discretionary$700M
Non-Disc.$30M
Employees10
Clients0
DateMay 2024
Total AUM$730M
Discretionary$700M
Non-Disc.$30M
Employees10
Clients0
DateMar 2024
Total AUM$730M
Discretionary$700M
Non-Disc.$30M
Employees10
Clients0
DateMar 2024
Total AUM$700M
Discretionary$680M
Non-Disc.$20M
Employees10
Clients0
DateFeb 2023
Total AUM$650M
Discretionary$640M
Non-Disc.$10M
Employees10
Clients335
DateFeb 2022
Total AUM$695M
Discretionary$695M
Non-Disc.$0
Employees10
Clients340
DateMar 2021
Total AUM$646.3M
Discretionary$646.3M
Non-Disc.$0
Employees10
Clients0
DateSep 2020
Total AUM$597M
Discretionary$597M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$597M
Discretionary$597M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$597M
Discretionary$597M
Non-Disc.$0
Employees9
Clients0
DateJun 2019
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees9
Clients0
DateMar 2017
Total AUM$278M
Discretionary$275M
Non-Disc.$3M
Employees9
Clients200
DateMar 2016
Total AUM$261.5M
Discretionary$246.6M
Non-Disc.$14.9M
Employees7
Clients200
DateMar 2015
Total AUM$270.2M
Discretionary$250M
Non-Disc.$20.3M
Employees9
Clients200
DateMar 2014
Total AUM$267M
Discretionary$23.3M
Non-Disc.$243.7M
Employees9
Clients200
DateFeb 2014
Total AUM$267M
Discretionary$23.3M
Non-Disc.$243.7M
Employees9
Clients200
DateMar 2013
Total AUM$244M
Discretionary$233M
Non-Disc.$11M
Employees8
Clients200
DateJan 2012
Total AUM$170M
Discretionary$160M
Non-Disc.$10M
Employees6
Clients200
DateMar 2011
Total AUM$174M
Discretionary$164M
Non-Disc.$10M
Employees10
Clients--
DateFeb 2011
Total AUM$174M
Discretionary$164M
Non-Disc.$10M
Employees10
Clients--
DateFeb 2011
Total AUM$174M
Discretionary$164M
Non-Disc.$10M
Employees10
Clients--
DateJan 2010
Total AUM$170M
Discretionary$164.2M
Non-Disc.$5.8M
Employees10
Clients--
DateFeb 2009
Total AUM$115M
Discretionary$107.5M
Non-Disc.$7.5M
Employees10
Clients--
DateOct 2007
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$118M
Discretionary$100M
Non-Disc.$18M
Employees5
Clients--
DateFeb 2006
Total AUM$100M
Discretionary$82M
Non-Disc.$18M
Employees5
Clients--
DateOct 2005
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees5
Clients--