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Building 2WELLS TRECASO FINANCIAL GROUP, LLC

Map pinAKRON, OH
Phone330-752-1547
NotebookSEC #801-112139
Total AUM
$533.3M
Employees
6
Clients
311

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3560 WEST MARKET STREET
SUITE 340
AKRON
OH 44333
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
330-752-1547
Other Offices
1

ReceiptFinancials

Total AUM
$533.3M
Accounts
1,244
Discretionary
$533.3M
Accounts
1,244
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
179
AUM
$69.7M
HNW Individual Clients
119
AUM
$414.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Charitable Organization Clients
12
AUM
$47.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILKYLANCOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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