WELLS TRECASO FINANCIAL GROUP, LLC of AKRON, OH is an SEC-registered investment adviser (CRD 289899). Regulatory assets under management: $533.3M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Christopher C Walters | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Ralph Edward Trecaso | MEMBER | — |
| Douglas Everett Wells | MEMBER | — |
| WALTERS CHRISTOPHER C | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| TRECASO RALPH EDWARD | MEMBER | — |
| WELLS DOUGLAS EVERETT | MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 330-752-1547 |
| — | — | 1 | 330-752-1547 |