RIA Intelligence

MASUS FINANCIAL GROUP, LTD.

CRD #174339 SEC #801-101531 BATAVIA, IL 630-879-8464
SEC Registered
Total AUM
$172.4M
Discretionary
$172.4M
Employees
5
Clients
0
Accounts
665

AUM Over Time

DateOct 2025
Total AUM$172.4M
Discretionary$172.4M
Non-Disc.$0
Employees5
Clients0
DateJan 2025
Total AUM$172.4M
Discretionary$172.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$166M
Discretionary$142.9M
Non-Disc.$23.1M
Employees5
Clients0
DateFeb 2023
Total AUM$153M
Discretionary$130.3M
Non-Disc.$22.8M
Employees5
Clients0
DateFeb 2022
Total AUM$162.5M
Discretionary$136.3M
Non-Disc.$26.2M
Employees5
Clients0
DateFeb 2021
Total AUM$145.7M
Discretionary$116.7M
Non-Disc.$29M
Employees3
Clients0
DateSep 2020
Total AUM$138.9M
Discretionary$109.8M
Non-Disc.$29.1M
Employees3
Clients0
DateJun 2020
Total AUM$138.9M
Discretionary$109.8M
Non-Disc.$29.1M
Employees3
Clients0
DateMar 2020
Total AUM$138.9M
Discretionary$109.8M
Non-Disc.$29.1M
Employees3
Clients0
DateDec 2019
Total AUM$145.3M
Discretionary$117.3M
Non-Disc.$28M
Employees4
Clients0
DateMar 2019
Total AUM$145.3M
Discretionary$117.3M
Non-Disc.$28M
Employees4
Clients0
DateMay 2018
Total AUM$151.7M
Discretionary$118.8M
Non-Disc.$32.9M
Employees5
Clients0
DateMar 2018
Total AUM$151.7M
Discretionary$118.8M
Non-Disc.$32.9M
Employees5
Clients0
DateJun 2017
Total AUM$146M
Discretionary$106M
Non-Disc.$40M
Employees5
Clients200
DateMar 2017
Total AUM$146M
Discretionary$106M
Non-Disc.$40M
Employees5
Clients200
DateFeb 2017
Total AUM$146M
Discretionary$106M
Non-Disc.$40M
Employees5
Clients200
DateDec 2016
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients0
DateMay 2016
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients0
DateApr 2016
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients0
DateMar 2016
Total AUM$97.5M
Discretionary$97.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2015
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2015
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0