WELLS TRECASO FINANCIAL GROUP, LLC
Tel: 330-752-1547 3560 West Market Street Suite 340 Akron, Ohio 44333
About 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
Firm CRD#:
289899
Firm SEC#:
801-112139
Assets Under Management:
$482,943,218
No. of Clients:
1189
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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