Financial Solutions Advisory Group, Inc.
● SEC registered since 2003CRD 125218SEC# 801-62068Chicago, IL
Reg. AUM
$935M
Employees
10
Accounts
360
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 $935 million in regulatory assets under management and employs 10 people.
Financial Solutions Advisory Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Christopher Soehn Control | Principal, Co-Founder, Chief Compliance Officer | 25-50% | 2003 |
| Scot A Jurczyk Control | Principal, Co-Founder | 25-50% | 2003 |
| Scott James Munkvold Control | Principal, Co-Founder | 25-50% | 2003 |
Frequently asked questions
How much does Financial Solutions Advisory Group, Inc. manage?
Financial Solutions Advisory Group, Inc. reports $935 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
| Address | 8700 W. Bryn Mawr Avenue, Suite 410-N, Chicago, IL 60631 |
| Phone | 773-714-1540 |
| Fax | 773-714-1550 |
| Office hours | 8:30 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$935M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$935Mregulatory AUM
Discretionary $900MNon-discretionary $35M