Masus Financial Group, Ltd. is a large advisory firm based in Batavia. It manages $145.27 million of regulatory assets for 1,218 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Arizona, Florida, Illinois, Texas, and Wisconsin.
Masus Financial Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Masus Financial Group, Ltd. is $145.27 million. The firm's AUM has grown by 51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Masus Financial Group, Ltd. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Masus Financial Group is individuals with 302 clients and $93.87 million of assets under management. Among the 11 most similar advisory firms, Masus Financial Group has the 3rd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $132.49 million for 325 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Masus Financial Group doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Masus Financial Group, Ltd. performs its advisory services is located at 515 N. River Street, Batavia, IL 60510 2390, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 630-879-8464 or by fax 630-879-8595. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at masusfinancial.com.