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Financial Solutions Advisory Group, Inc.

● SEC registered since 2003CRD 125218SEC# 801-62068Chicago, IL
Export (members)
Reg. AUM
$880M
Employees
10
Accounts
350
Location
Chicago, IL

Financial Solutions Advisory Group, Inc. assets under management

Financial Solutions Advisory Group, Inc. operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2003. It reports $880 million in regulatory assets under management and employs 10 people.
fsadvisorygroup.comView on SEC.gov ↗

Financial Solutions Advisory Group, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Mark Christopher Soehn ControlPrincipal, Co-Founder, Chief Compliance Officer25-50%2003
Scot A Jurczyk ControlPrincipal, Co-Founder25-50%2003
Scott James Munkvold ControlPrincipal, Co-Founder25-50%2003

Frequently asked questions

How much does Financial Solutions Advisory Group, Inc. manage?

Financial Solutions Advisory Group, Inc. reports $880 million in regulatory assets under management on its Form ADV.

How many employees does Financial Solutions Advisory Group, Inc. have?

Financial Solutions Advisory Group, Inc. reports 10 employees.

Where is Financial Solutions Advisory Group, Inc. located?

Financial Solutions Advisory Group, Inc. is based in Chicago, IL and has been SEC-registered since 2003.

Does Financial Solutions Advisory Group, Inc. disclose fund performance?

Financial Solutions Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8700 W. Bryn Mawr Avenue, Suite 410-N, Chicago, IL 60631
Phone773-714-1540
Fax773-714-1550
Office hours8:30 - 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$850M
Non-discretionary$30M
Total (RAUM)$880M