THE FINANCIAL STRATEGIES GROUP, INC
THE FINANCIAL STRATEGIES GROUP, INC of CLEVELAND, OH is an SEC-registered investment adviser (CRD 119900). Regulatory assets under management: $1.5M.
Registration
- CRD: 119900
- SEC file number: 801-66587
- Type: Registered investment adviser
- Location: US BANK CENTRE ON PLAYHOUSE SQUARE, 1350 EUCLID AVENUE, SUITE 220, CLEVELAND, OH, 44115-1815
- Phone: 216-436-6000
- Latest filing: 2009-04-17
- Regulatory AUM: $1.5M
- Discretionary AUM: $1.5M
- Clients: 1
- Accounts: 65
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| KARRAS ROBERT | PRESIDENT, CEO; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| SANDY PAMELA SUE | CHIEF COMPLIANCE OFFICER, MANAGING PRINCIPAL | — |
| SANDY PAMELA S | MANAGING PRINCIPAL, CCO | — |
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