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Wells Trecaso Financial Group, LLC

CRD 289899SEC# 801-112139Akron, OH
Export (members)
No longer SEC-registered. Wells Trecaso Financial Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$533.3M
Employees
6
Accounts
1,244
Location
Akron, OH

Wells Trecaso Financial Group, LLC assets under management

Wells Trecaso Financial Group, LLC is a registered investment adviser overseen by the SEC based in Akron, OH. It reports $533.3 million in regulatory assets under management and employs 6 people.
View on SEC.gov ↗

Wells Trecaso Financial Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher C Walters ControlMember And Chief Compliance Officer10-25%2017
Douglas Everett Wells ControlMember25-50%2017
Ralph Edward Trecaso ControlMember25-50%2017

Frequently asked questions

How much does Wells Trecaso Financial Group, LLC manage?

Wells Trecaso Financial Group, LLC reports $533.3 million in regulatory assets under management on its Form ADV.

How many employees does Wells Trecaso Financial Group, LLC have?

Wells Trecaso Financial Group, LLC reports 6 employees.

Where is Wells Trecaso Financial Group, LLC located?

Wells Trecaso Financial Group, LLC is based in Akron, OH.

Does Wells Trecaso Financial Group, LLC disclose fund performance?

Wells Trecaso Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3560 West Market Street, Suite 340, Akron, OH 44333
Office hours8:30a.m. - 4:30p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$533.3M
Non-discretionary$0
Total (RAUM)$533.3M