ELIOS FINANCIAL GROUP, INC.

WESTLAKE, Ohio·1 registered advisor·CRD# 119873
SEC# 801-1138070440-617-9100
01

Firm Overview

AUM
$256M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ELIOS FINANCIAL GROUP, INC.

1 registered advisor
James Thomas Elios
WESTLAKE, Ohio
05

Office Locations

WESTLAKE, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. ELIOS FINANCIAL GROUP, INC. (CRD# 119873) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.