Commonsense Financial Group Inc is a pension cosultant based in Altamonte Springs. It manages $3.54 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.
Commonsense Financial Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Commonsense Financial Group Inc is $3.54 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Commonsense Financial Group Inc for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lee Anthony Siler has been acting as President since 1 Oct 1998. Inc. Wealth Management Financial Grooup joined the executive team most recently as the Corporation.
The principal office where Commonsense Financial Group Inc performs its advisory services is located at 377 Maitland Avenue, Suite 202, Altamonte Springs, FL 32701, 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 407-831-8002 or by fax 407-831-4101. The normal business hours are 8:30am-9:00pm on Monday - Friday. You can find more information about the New York firm at www.stockdr.com.