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James Thomas Elios

ELIOS FINANCIAL GROUP, INC.·WESTLAKE, Ohio
Clean recordELIOS FINANCIAL GROUP, INC.
30700 CENTER RIDGE ROAD, WESTLAKE, OH 44145CRD# 2681022Firm CRD# 119873

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Thomas Elios · WESTLAKE, OH
Registration
CRD #2681022 · ELIOS FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Thomas Elios is a registered financial advisor based in WESTLAKE, Ohio, affiliated with ELIOS FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ELIOS FINANCIAL GROUP, INC.
ELIOS FINANCIAL GROUP, INC.
AUM
$256M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ELIOS FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Commissions
Regulatory
SEC/IARD CRD# 2681022
Firm CRD# 119873
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Thomas Elios offer?
James Thomas Elios specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE, Ohio for a consultation.
What are James Thomas Elios's credentials?
James Thomas Elios is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Thomas Elios located?
James Thomas Elios is based in WESTLAKE, Ohio, working with ELIOS FINANCIAL GROUP, INC.. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does James Thomas Elios charge for services?
James Thomas Elios's firm is compensated through percentage of aum, hourly charges, fixed fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELIOS FINANCIAL GROUP, INC.?
ELIOS FINANCIAL GROUP, INC. has approximately 5 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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