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CRD#: 30343
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

FIMCO SECURITIES GROUP, INC. is located at 110 S. Wisconsin St. Unit 2g, Port Washington, WI 53074 and was first established at Chicago, Wisconsin in 04/02/1992. After operating for 34 years, FIMCO SECURITIES GROUP, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FIMCO SECURITIES GROUP, INC.’s clients are individuals and 0% of their clients are high net worth individuals. FIMCO SECURITIES GROUP, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FIMCO SECURITIES GROUP, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FIMCO SECURITIES GROUP, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FIMCO SECURITIES GROUP, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for FIMCO SECURITIES GROUP, INC. Comes From

Understanding the Statistics for FIMCO SECURITIES GROUP, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
110 S. Wisconsin St. Unit 2g, Port Washington, WI 53074
Mailing Address
110 S. Wisconsin St. Unit 2g, Port Washington, WI 53074
Firm Size
Small
Phone Number
(414) 702-8872
Established
Wisconsin since 04/02/1992
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
HENRY, FREDERICK ALLENPRESIDENT/CHIEF COMPLIANCE OFFICER1429664

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at FIMCO SECURITIES GROUP, INC.

FH

Frederick Allen Henry

Fred Henry
RR
CRD#: 1429664
Location:
Port Washington, WI 53074
Company:
FIMCO SECURITIES GROUP, INC.
Disclosures:
Experience:
40 years
View Profile
MH

Mark Alan Henry

Mark Henry, Shark Henry, Mark Shark
RR
CRD#: 1732827
Location:
Mequon, WI
Company:
FIMCO SECURITIES GROUP, INC.
Disclosures:
Experience:
38 years
View Profile
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