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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Donald 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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