Overview
Assets Under Management: $730 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 340
Average Client Assets: $2 million
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
Last Filing Date: 2024-05-15 00:00:00
Website: https://fsadvisorygroup.com