Overview
Assets Under Management: $256 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 93
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.56
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 899
Discretionary Accounts: 744
Non-Discretionary Accounts: 155
Regulatory Filings
CRD Number: 119873
Last Filing Date: 2024-04-15 00:00:00
Website: https://eliosfinancial.com