FINANCIAL STRATEGIES, INC.
SEC Form ADV profile.
Total regulatory AUM
$149,831,208
Discretionary
$149,831,208
Non-discretionary
$0
Firm details
- CRD number
- 113097
- SEC file number
- 801-125921
- Main office
- BROOKFIELD, WI, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.