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Home > Retirement Planners > texas > dallas > ELIOS FINANCIAL GROUP, INC.
ELIOS FINANCIAL GROUP, INC.
30700 Center Ridge Road
Suite A
Westlake, Ohio 44145
Tel: 440-617-9100
About ELIOS FINANCIAL GROUP, INC.
ELIOS FINANCIAL GROUP, INC, formally registered with the SEC as ELIOS FINANCIAL GROUP, INC. The firm was established in 08/10/2018. They have over 1 offices throughout the country.
ELIOS FINANCIAL GROUP, INC. is a Westlake, Ohio based Financial Planning firm with nearly $256,000,000 assets under management, offering retirement planning & investment advisory services to 899 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119873 |
| SEC# | 801-113807 |
| Assets Managed by Firm | $256,000,000 |
| No. of Clients | 899 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 899 | $256,000,000 |
| Individuals (other than high net worth individuals) | 181 | $74,000,000 |
| High net worth individuals | 88 | $182,000,000 |
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