FSG FINANCIAL SERVICES, INC.

FSG FINANCIAL SERVICES, INC. of SUN CITY, AZ is an SEC-registered investment adviser (CRD 291629). Regulatory assets under management: $52.3M.

Registration

• CRD: 291629
• Type: Registered investment adviser
• Location: 10001 W. BELL ROAD, SUN CITY, AZ, 85351
• Phone: 623-561-2323
• Latest filing: 2026-03-19
• Regulatory AUM: $52.3M
• Discretionary AUM: $52.3M
• Clients: 3
• Accounts: 163

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291629 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search