Overview
Assets Under Management: $256 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 93
Average Client Assets: $2 million
Frequently Asked Questions
ELIOS FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119873), ELIOS FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
ELIOS FINANCIAL GROUP, INC. is headquartered in WESTLAKE, OH.
ELIOS FINANCIAL GROUP, INC. serves 93 high-net-worth clients according to their SEC filing dated April 15, 2024. View client details ↓
According to their SEC Form ADV, ELIOS FINANCIAL GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
ELIOS FINANCIAL GROUP, INC. manages $256 million in client assets according to their SEC filing dated April 15, 2024.
According to their SEC Form ADV, ELIOS FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
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