No longer SEC-registered. Financial Strategies Investment Advisor Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$103.9M
Employees
5
Accounts
478
Location
Bethel, CT
Financial Strategies Investment Advisor Services, Inc. assets under management
Financial Strategies Investment Advisor Services, Inc. operates as an SEC-registered investment adviser based in Bethel, CT. It reports $103.9 million in regulatory assets under management and employs 5 people.
How much does Financial Strategies Investment Advisor Services, Inc. manage?
Financial Strategies Investment Advisor Services, Inc. reports $103.9 million in regulatory assets under management on its Form ADV.
How many employees does Financial Strategies Investment Advisor Services, Inc. have?
Financial Strategies Investment Advisor Services, Inc. reports 5 employees.
Where is Financial Strategies Investment Advisor Services, Inc. located?
Financial Strategies Investment Advisor Services, Inc. is based in Bethel, CT.
Does Financial Strategies Investment Advisor Services, Inc. disclose fund performance?
Financial Strategies Investment Advisor Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.