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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-28-2015
- Office Locations
- 1
Office Locations
About Masus Financial Group, Ltd.
Masus Financial Group, Ltd. is a Fox River Valley, IL wealth advisory firm serving individuals and business owners through life transitions with tailored financial planning and portfolio management. The team uses ETFs and mutual funds in asset-allocation and risk-management strategies and supports insurance, retirement, tax and estate planning needs. Affiliated with LPL Financial and active locally via the Masus Scholarship Fund.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD JOHNATHON MASUS
President, Secretary, TREASURER
- CRD
- #3111009
- Ownership
- 75% or more
MARY LOUISE KILBERG
Chief Compliance Officer, Wealth Advisor
- CRD
- #5002434
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Samantha Meyer
--
- CRD
- #7360886
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,630,230 | $314,571 |
| Non-Discretionary | $0 | -- |
| Total | $190,630,230 | $314,571 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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