Masus Financial Group, Ltd.
Firm details
- Headquarters
- Batavia, Illinois
- CRD number
- 174339
- Registered since
- July 28, 2015
- Website
- www.masusfinancial.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI54.51%
- Individuals45.48%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Masus Financial Group, Ltd. is an independent registered investment adviser organized as a corporation and SEC-registered since 2015. The firm is owner-operated and serves individuals and families with financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements combine asset-based fees and hourly charges. The adviser does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Batavia, IL
Kane
Location
Batavia, IL
Headquartered in Batavia, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Kane
- Address
- 515 N River St
- Time zone
- CT (UTC-6)
- Office locations
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