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Nick Dionisos

DAGCO, INC.·WESTLAKE, Ohio
Unclaimed Profile
27366 CENTER RIDGE ROAD, WESTLAKE, OH 44145CRD# 5318879Firm CRD# 106950
01

About

Nick Dionisos is a registered financial advisor based in WESTLAKE, Ohio, affiliated with DAGCO, 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
03

Firm Overview

Firm
DAGCO, INC.
CORNERSTONE WEALTH MANAGEMENT
AUM
$421M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at DAGCO, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5318879
Firm CRD# 106950
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nick Dionisos offer?
Nick Dionisos specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE, Ohio for a consultation.
What are Nick Dionisos's credentials?
Nick Dionisos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nick Dionisos located?
Nick Dionisos is based in WESTLAKE, Ohio, working with DAGCO, INC.. Their office serves clients in the WESTLAKE metropolitan area and surrounding communities.
How does Nick Dionisos charge for services?
Nick Dionisos's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAGCO, INC.?
DAGCO, INC. has approximately 8 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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