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Building 2ELLSWORTH ADVISORS, LLC

Map pinHUDSON, OH
Phone(234) 200-0703
NotebookSEC #801-113634
Total AUM
$1.4B
Employees
16
Clients
860

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1764 GEORGETOWN ROAD
HUDSON
OH 44236
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
(234) 200-0703
Other Offices
2

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,088
Discretionary
$1.4B
Accounts
2,048
Non-Discretionary
$14.5M
Accounts
40

ContactClients

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Individual Clients
641
AUM
$794.2M
HNW Individual Clients
212
AUM
$592.7M
Corporation or Business Clients
7
AUM
$19.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ALTERNATIVE INVESTMENTS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAILINMAMINCNHNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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