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MASUS FINANCIAL GROUP, LTD.
CRD 174339 · SEC 801-101531
515 N. RIVER STREET, SUITE 100, BATAVIA, IL, 60510-2390, United States
Phone
630-879-8464
Fax
630-879-8595
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$190.6M
Discretionary AUM
$190.6M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 244 | $86.7M |
| High net worth individuals | 52 | $103.9M |
States served
AZ, CA, IL, IN, LA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD