FINANCIAL STRATEGIES GROUP, INC
CRD #289054 SEC #801-110898 OKEMOS, MI (800) 804-0420
SEC Registered
Total AUM
$550.1M
Discretionary
$550.1M
Employees
25
Clients
0
Accounts
3,170
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $550.1M | $550.1M | $920 | 25 | 0 |
| Aug 2025 | $550.1M | $550.1M | $920 | 25 | 0 |
| Mar 2025 | $550.1M | $550.1M | $920 | 25 | 0 |
| Jan 2025 | $468.6M | $468.6M | $0 | 23 | 0 |
| Sep 2024 | $468.6M | $468.6M | $0 | 23 | 0 |
| Mar 2024 | $468.6M | $468.6M | $0 | 23 | 0 |
| Sep 2023 | $387.3M | $376M | $11.3M | 21 | 3 |
| Sep 2023 | $387.3M | $376M | $11.3M | 21 | 3 |
| Aug 2023 | $387.3M | $376M | $11.3M | 21 | 3 |
| Jul 2023 | $387.3M | $376M | $11.3M | 21 | 3 |
| Jun 2023 | $387.3M | $376M | $11.3M | 21 | 3 |
| Mar 2023 | $387.3M | $376M | $11.3M | 21 | 3 |
| Mar 2022 | $459.3M | $443.7M | $15.7M | 24 | 48 |
| Mar 2022 | $459.3M | $443.7M | $15.7M | 24 | 48 |
| May 2021 | $380.1M | $361.8M | $18.2M | 22 | 48 |
| Apr 2021 | $380.1M | $361.8M | $18.2M | 22 | 48 |
| Mar 2021 | $380.1M | $361.8M | $18.2M | 22 | 48 |
| Oct 2020 | $294.1M | $286.5M | $7.5M | 21 | 48 |
| Jun 2020 | $294.1M | $286.5M | $7.5M | 21 | 48 |
| May 2020 | $294.1M | $286.5M | $7.5M | 21 | 48 |
| Apr 2020 | $294.1M | $286.5M | $7.5M | 21 | 48 |
| Feb 2020 | $294.1M | $286.5M | $7.5M | 21 | 48 |
| Mar 2019 | $207.4M | $201M | $6.4M | 16 | 14 |
| Jul 2018 | $150.8M | $150.3M | $541K | 9 | 5 |
| Apr 2018 | $150.8M | $150.3M | $541K | 9 | 5 |
| Mar 2018 | $150.8M | $150.3M | $541K | 9 | 5 |
| Dec 2017 | $111.6M | $111.6M | $0 | 6 | 0 |
| Nov 2017 | $111.6M | $111.6M | $0 | 6 | 0 |
| Sep 2017 | $0 | $0 | $0 | 6 | 0 |
| Aug 2017 | $0 | $0 | $0 | 6 | 0 |
| Aug 2017 | $0 | $0 | $0 | 6 | 0 |
| Aug 2017 | $0 | $0 | $0 | 6 | 0 |
| Jul 2017 | $0 | $0 | $0 | 6 | 0 |
| Jun 2017 | $0 | $0 | $0 | 6 | 0 |
DateSep 2025
Total AUM$550.1M
Discretionary$550.1M
Non-Disc.$920
Employees25
Clients0
DateAug 2025
Total AUM$550.1M
Discretionary$550.1M
Non-Disc.$920
Employees25
Clients0
DateMar 2025
Total AUM$550.1M
Discretionary$550.1M
Non-Disc.$920
Employees25
Clients0
DateJan 2025
Total AUM$468.6M
Discretionary$468.6M
Non-Disc.$0
Employees23
Clients0
DateSep 2024
Total AUM$468.6M
Discretionary$468.6M
Non-Disc.$0
Employees23
Clients0
DateMar 2024
Total AUM$468.6M
Discretionary$468.6M
Non-Disc.$0
Employees23
Clients0
DateSep 2023
Total AUM$387.3M
Discretionary$376M
Non-Disc.$11.3M
Employees21
Clients3
DateSep 2023
Total AUM$387.3M
Discretionary$376M
Non-Disc.$11.3M
Employees21
Clients3
DateAug 2023
Total AUM$387.3M
Discretionary$376M
Non-Disc.$11.3M
Employees21
Clients3
DateJul 2023
Total AUM$387.3M
Discretionary$376M
Non-Disc.$11.3M
Employees21
Clients3
DateJun 2023
Total AUM$387.3M
Discretionary$376M
Non-Disc.$11.3M
Employees21
Clients3
DateMar 2023
Total AUM$387.3M
Discretionary$376M
Non-Disc.$11.3M
Employees21
Clients3
DateMar 2022
Total AUM$459.3M
Discretionary$443.7M
Non-Disc.$15.7M
Employees24
Clients48
DateMar 2022
Total AUM$459.3M
Discretionary$443.7M
Non-Disc.$15.7M
Employees24
Clients48
DateMay 2021
Total AUM$380.1M
Discretionary$361.8M
Non-Disc.$18.2M
Employees22
Clients48
DateApr 2021
Total AUM$380.1M
Discretionary$361.8M
Non-Disc.$18.2M
Employees22
Clients48
DateMar 2021
Total AUM$380.1M
Discretionary$361.8M
Non-Disc.$18.2M
Employees22
Clients48
DateOct 2020
Total AUM$294.1M
Discretionary$286.5M
Non-Disc.$7.5M
Employees21
Clients48
DateJun 2020
Total AUM$294.1M
Discretionary$286.5M
Non-Disc.$7.5M
Employees21
Clients48
DateMay 2020
Total AUM$294.1M
Discretionary$286.5M
Non-Disc.$7.5M
Employees21
Clients48
DateApr 2020
Total AUM$294.1M
Discretionary$286.5M
Non-Disc.$7.5M
Employees21
Clients48
DateFeb 2020
Total AUM$294.1M
Discretionary$286.5M
Non-Disc.$7.5M
Employees21
Clients48
DateMar 2019
Total AUM$207.4M
Discretionary$201M
Non-Disc.$6.4M
Employees16
Clients14
DateJul 2018
Total AUM$150.8M
Discretionary$150.3M
Non-Disc.$541K
Employees9
Clients5
DateApr 2018
Total AUM$150.8M
Discretionary$150.3M
Non-Disc.$541K
Employees9
Clients5
DateMar 2018
Total AUM$150.8M
Discretionary$150.3M
Non-Disc.$541K
Employees9
Clients5
DateDec 2017
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2017
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0