Overview
Assets Under Management: $550 million
Headquarters: OKEMOS, MI
High-Net-Worth Clients: 9
Average Client Assets: $57 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.85
Average High-Net-Worth Client Assets: $57 million
Total Client Accounts: 3,170
Discretionary Accounts: 3,168
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 289054
Filing ID: 2013471
Last Filing Date: 2025-08-29 22:12:00
Website: https://fsgmichigan.com