D/B/A FINANCIAL AWARENESS INSTITUTE

D/B/A FINANCIAL AWARENESS INSTITUTE of SHARON, WI is an SEC-registered investment adviser (CRD 122763). Regulatory assets under management: $15.0M.

Registration

• CRD: 122763
• Type: Registered investment adviser
• Location: W9602 STATE LINE RD, SHARON, WI, 53585
• Phone: 630-963-7000
• Latest filing: 2026-03-12
• Regulatory AUM: $15.0M
• Non-discretionary AUM: $15.0M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122763 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search