FINANCIAL SOLUTIONS ADVISORY GROUP, INC.
DBA: FINANCIAL SOLUTIONS ADVISORY GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $935.0M |
| Discretionary | $900.0M96% of AUM |
| Non-Discretionary | $35.0M |
| Client Accounts | 360 |
| Avg Account Size | $2.6M |
| Employees | 10 |
| Peak AUM | $935.0MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $935M | +6.3% | +12.5% | +7.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $935.0M |
| Discretionary | $900.0M |
| Employees | 10 |
| Client Accounts | 360 |
| Client Range | 51-100 |
Contact & Location
Address
8700 W. BRYN MAWR AVENUE, SUITE 410-N
CHICAGO IL 60631
Phone
773-714-1540
Filing History
44 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$900M
96.3% of AUM
Non-Discretionary
$35M
3.7% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Structure
No related registrations reported