Elios Financial Group, Inc. is a large advisory firm based in Westlake. It manages $137.82 million of regulatory assets for 811 client accounts. It has been registered with the SEC as an adviser since 2018.
Elios Financial Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Elios Financial Group, Inc. is $137.82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Elios Financial Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of James Thomas Elios is individuals with 811 clients and $137.82 million of assets under management. Among the 8 most similar advisory firms, Elios Financial Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $137.82 million for 811 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Elios Financial Group doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Elios Financial Group, Inc. performs its advisory services is located at 30700 Center Ridge Road, Westlake, OH 44145, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 440-617-9100 or by fax 440-617-9200. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at eliosfinancial.com.