ELEY-GRAHAM-AUSTGEN FINANCIAL ADVISORY SERVICES
Firm details
- Headquarters
- CROWN POINT, Indiana
- CRD number
- 121635
- Website
- www.egfas.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Eley-Graham-Austgen Financial Advisory Services is organized as a corporation and operated under individual ownership. The firm’s advisory activity centers on financial planning services rather than discretionary asset management; its documented fee arrangements are hourly charges and fixed fees. The dataset classifies the adviser as unclassified and indicates it does not operate as a capital allocator or pension consultant. It is not flagged as an active ESG investor, is not a multi-state adviser, and is not identified as a related adviser to another firm. Regulatory registration year is not provided in the source material. The firm’s profile suggests a fee-for-service planning practice model focused on client advice and plan delivery rather than large-scale portfolio management or institutional consulting.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Donald Fancher
Financial Services RepresentativeCRD 7562759
DOROTHY AUSTGEN
OwnerCRD 3263405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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