Overview
Assets Under Management: $191 million
Headquarters: BATAVIA, IL
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
MASUS FINANCIAL GROUP, LTD. 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 #174339), MASUS FINANCIAL GROUP, LTD. is subject to fiduciary duty under federal law.
MASUS FINANCIAL GROUP, LTD. is headquartered in BATAVIA, IL.
MASUS FINANCIAL GROUP, LTD. serves 52 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, MASUS FINANCIAL GROUP, LTD. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MASUS FINANCIAL GROUP, LTD. manages $191 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, MASUS FINANCIAL GROUP, LTD. 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: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.51
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 606
Discretionary Accounts: 606
Regulatory Filings
CRD Number: 174339
Filing ID: 2053725
Last Filing Date: 2026-02-13 12:05:48