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GEORGE FINANCIAL SERVICES

GEORGE FINANCIAL SERVICES LLC

CRD 319091

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920 WALNUT AVE. NE, CANTON, OH, 44704, United States

Phone

330-452-8476

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$20.0M

Discretionary AUM

$18.5M

Team

2 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminarsCRYPTO CURRENCY/ DIGITAL ASSET CONSULTING

Client types

TypeClientsAUM
Individuals175$17.3M

All web addresses on file

Official SEC filing: View on IAPD