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 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

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

    Financial Services RepresentativeCRD 7562759

  • DOROTHY AUSTGEN

    OwnerCRD 3263405

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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