Overview
Assets Under Management: $880 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 340
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL SOLUTIONS ADVISORY GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125218), FINANCIAL SOLUTIONS ADVISORY GROUP is subject to fiduciary duty under federal law.
FINANCIAL SOLUTIONS ADVISORY GROUP is headquartered in CHICAGO, IL.
FINANCIAL SOLUTIONS ADVISORY GROUP serves 340 high-net-worth clients according to their SEC filing dated December 01, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL SOLUTIONS ADVISORY GROUP offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FINANCIAL SOLUTIONS ADVISORY GROUP manages $880 million in client assets according to their SEC filing dated December 01, 2025.
According to their SEC Form ADV, FINANCIAL SOLUTIONS ADVISORY GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 340
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 350
Discretionary Accounts: 340
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 125218
Filing ID: 2025836
Last Filing Date: 2025-12-01 12:14:23
Website: 0