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D/B/A FINANCIAL AWARENESS INSTITUTE
FINANCIAL AWARENESS, INC
CRD 122763
W9602 STATE LINE RD, SHARON, WI, 53585, United States
Phone
630-963-7000
Fax
630-985-0207
Registration
— (—)
Source
State registered
Total AUM
$15.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $2.0M |
| High net worth individuals | 3 | $13.0M |
All web addresses on file
Official SEC filing: View on IAPD