Christakos Financial Group, LLC is an adviser based in Westfield. It manages $13.66 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2004.
Christakos Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Christakos Financial Group, LLC is $13.66 million. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Christakos Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Christakos Financial Group, LLC performs its advisory services is located at 415 South Avenue West, Westfield, NJ 07090, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 908-654-4784 or by fax 908-654-0053. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.christakosfinancialgroup.com.