Elios Financial Group, Inc.
Elios Financial Group, Inc. (CRD# 119873) is a financial advisory firm headquartered in Westlake, OH. They manage $99,565,567 in 517 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management100MILLION
Total Number of Accounts517ACCOUNTS
Average Account Value$192,583
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
James Elios (CRD# 2681022) is an Investment Advisor Representative working at Elios Financial Group, Inc. in Westlake, OH and has over 21 years of experience in the finance industry.