Allocator Index · CRD 122030

FINANCIAL STRATEGIES GROUP

Fargo, ND · 701-234-0103 · finstrat.com

SEC IAPD record ↗

Fit score

34

  • aum $100M-$250M+16
  • hnw>=25+10
  • employees 3-60+8

HNW clients

57

Other individuals

602

HNW assets

$66.0M

Total AUM

$189.1M

Employees

10

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.