Wells Trecaso Financial Group, LLC
Wells Trecaso Financial Group, LLC (CRD# 289899) is a financial advisory firm headquartered in Akron, OH. They manage $482,943,218 in 1,189 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management483MILLION
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Total Number of Accounts1,189ACCOUNTS
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Average Account Value$406,176
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, KY, LA, NC, OH, PA, SC, TX, VA
Ralph Trecaso (CRD# 1439067) is an Investment Advisor Representative working at Wells Trecaso Financial Group, LLC in Akron, OH and has over 38 years of experience in the finance industry.
Christopher Walters (CRD# 3224520) is an Investment Advisor Representative working at Wells Trecaso Financial Group, LLC in Akron, OH and has over 21 years of experience in the finance industry.
Douglas Wells (CRD# 1063410) is an Investment Advisor Representative working at Wells Trecaso Financial Group, LLC in Akron, OH and has over 41 years of experience in the finance industry.
Samuel Trecaso (CRD# 7451290) is an Investment Advisor Representative working at Wells Trecaso Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.