$52.3M Total AUM
$52.3M Disc. AUM
-- 3Y CAGR
3 Employees
163 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-23-2018
- Office Locations
- 1
Office Locations
10001 W. Bell Road Suite 148 SUN City AZ
About FSG Financial Services, Inc.
FSG Financial Services, Inc. is a SUN City-based RIA. The firm has been operating for 8 years. Managing $52.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$17.4M AVG AUM / ADVISOR
$321.1K AVG AUM / CLIENT
7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JoAnn Regan
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #6889852
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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G
Gerald Ray Barnes
Advisor
- CRD
- #6703174
Available
Available
Available
D
DEWEY JARED GOUGH IV
Vice President
- CRD
- #7596095
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,340,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,340,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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