Eley-Graham-Austgen Financial Advisory Services

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
Crown Point, Indiana
CRD number
121635
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Eley-Graham-Austgen Financial Advisory Services is a corporation that provides financial planning and advisory work on a fee-for-service basis. The firm charges clients via hourly rates and fixed fees rather than percentage-based asset management fees. Ownership is held by an individual rather than a partnership or institution. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not serve as a capital allocator to external funds. The firm's primary advisory activity listed is financial planning, indicating a focus on client-facing planning engagements rather than running pooled investment vehicles or providing pension consulting. Several standard adviser classifications are not assigned in the source data.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Donald Fancher

    Donald Fancher

    Financial Services RepresentativeCRD 7562759

  • Dorothy Austgen

    Dorothy Austgen

    OwnerCRD 3263405

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Crown Point, IN

Lake

Location

Crown Point, IN

Headquartered in Crown Point, IN, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Lake
Address
1 Professional Ctr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth