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WELLS TRECASO FINANCIAL GROUP, LLC

Tel: 330-752-1547
3560 West Market Street
Suite 340
Akron, Ohio  44333

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WELLS TRECASO FINANCIAL GROUP, LLC

WELLS TRECASO FINANCIAL GROUP, LLC is a Akron, Ohio based financial advisory firm with nearly $482,943,218 in assets under management and provides investment advisory services for 1189 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

289899

SEC#:

801-112139

No. of Clients:

1189

Assets under Management

$482,943,218

No. of Advisors:

6

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