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Building 2ELIOS FINANCIAL GROUP, INC.

Map pinWESTLAKE, OH
Phone440-617-9100
NotebookSEC #801-113807
Total AUM
$331.5M
Employees
2
Clients
290

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30700 CENTER RIDGE ROAD
SUITE A
WESTLAKE
OH 44145
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
440-617-9100

ReceiptFinancials

Total AUM
$331.5M
Accounts
1,064
Discretionary
$316.7M
Accounts
975
Non-Discretionary
$14.8M
Accounts
89

ContactClients

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Individual Clients
168
AUM
$60.6M
HNW Individual Clients
122
AUM
$270.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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