GEORGE FINANCIAL SERVICES

GEORGE FINANCIAL SERVICES of CANTON, OH is an SEC-registered investment adviser (CRD 319091). Regulatory assets under management: $20.0M.

Registration

• CRD: 319091
• Type: Registered investment adviser
• Location: 920 WALNUT AVE. NE, CANTON, OH, 44704
• Phone: 330-452-8476
• Latest filing: 2026-03-20
• Regulatory AUM: $20.0M
• Discretionary AUM: $18.5M
• Non-discretionary AUM: $1.6M
• Clients: 2
• Accounts: 175

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319091 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search