Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
822226358
SEC advisor number
801-110898
FINRA CRD number
289054
AUM ?
$468.61 mm
(as of 12 Sep 24)
Accounts
3,111
(as of 12 Sep 24)
Employees
23
(6 investment advisory or research)
Address
Financial Strategies
2270 JOLLY OAK RD., SUITE 2
OKEMOS
MI 48864
2270 JOLLY OAK RD., SUITE 2
OKEMOS
MI 48864
Phone
(517) 347-4337
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Oct 24
13F-HR
Quarterly holdings report by institutional manager
17 Jul 24
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22