Commonsense Financial Group Inc (Altamonte Springs)

Name: Commonsense Financial Group Inc
Address: 377 Maitland Avenue, Suite 202, Altamonte Springs, FL, 32701
Telephone: 407-831-8002

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.

Commonsense Financial Group: assets under management

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 firm manages $3.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $70.76 thousand each.

Fees & Commissions

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. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Commonsense Financial Group Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Stephan Gold	Ceo	1 Oct 1998	Other	1028317
Lee Anthony Siler	President	1 Oct 1998	Other	1832058
Michael Alan Merbach	Cfo/chief compliance officer	1 Oct 1998	Other	1988936
Sean Donovan Casterline	Vice president	1 Oct 1998	Other	2212919
Inc. Wealth Management Financial Grooup	Corporation	1 Jan 1999	75% - 100%	59-3364567

Based in Altamonte Springs

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.