WELLS TRECASO FINANCIAL GROUP, LLC - Financial Advisor in Ohio, Akron

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

No. of Advisors:

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

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