F
CRD: 115828
Financial Strategies, INC
Dripping Springs, TX
3019847750
$19.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
34 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-03-1991
- Office Locations
- 1
Office Locations
-- Dripping Springs TX
About Financial Strategies, INC
Financial Strategies, INC is a Dripping Springs-based RIA. The firm has been operating for 34 years. Managing $19.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
60 AVG AGE
$19.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
21.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
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Asset Classes
Horizon Peak atlas
Investment Themes
Crest bridge Quantum
Investment Vehicles
North wave
Services
Signal Matrix Atlas north Glacier vector Beacon
Owner & Executives
JAMES GEORGE MCGRATH
Chief Compliance Officer, President
- CRD
- #1123300
- Ownership
- 75% or more
(989) 343-5380
radial.eagle@momentumcapital.com
in linkedin.com/in/capital-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,371,672 | -- |
| Total | $19,371,672 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,371,672
Public Funds:
17.9% Cash:
65.0% Equity - Exchange:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $227,021,520 | 17.9% |
| Cash | $824,379,820 | 65.0% |
| Equity - Exchange | $216,875,306 | 17.1% |
| Total | $1,268,276,646 | 100.0% |