WELLS TRECASO FINANCIAL GROUP, LLC

AKRON, Ohio·3 registered advisors·CRD# 289899
SEC# 801-1121391330-752-1547
01

Firm Overview

AUM
$483M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at WELLS TRECASO FINANCIAL GROUP, LLC

3 registered advisors
Christopher C Walters
AKRON, Ohio
Douglas Everett Wells
AKRON, Ohio
Ralph Edward Trecaso
AKRON, Ohio
05

Office Locations

AKRON, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. WELLS TRECASO FINANCIAL GROUP, LLC (CRD# 289899) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.