Tech stack
No one at Financial Strategies Group has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Axos Clearing
Per Form ADV · $162M held · filed Oct 2024
Schwab
Per Form ADV · $20M held · filed Oct 2024