Elios Financial Group, Inc.

Elios Financial Group, Inc. (CRD# 119873) is a financial advisory firm headquartered in Westlake, OH. They manage $109,295,203 in 504 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Elios Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
James T. Elios
CRD#: 2681022
26600 Detroit Road, Suite 100, Westlake, OH 44145

James Elios (CRD# 2681022) is an Investment Advisor Representative working at Elios Financial Group, Inc. in Westlake, OH and has over 22 years of experience in the finance industry.

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