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ELLWOOD
CHICAGO, IL
312-782-5432
SEC #801-16134Total AUM
$1.4B
Employees
56Clients
21Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
33 W MONROE
SUITE 1000
CHICAGO
IL 60603
United States
SUITE 1000
CHICAGO
IL 60603
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
312-782-5432
Other Offices
1
Financials
Total AUM
$1.4B
Accounts
21Discretionary
$1.4B
Accounts
21Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
4AUM
$14.9M
Pension/Profit Sharing Plan Clients
3AUM
$289.2M
Charitable Organization Clients
14AUM
$1.1B
Services
Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULT SVCS FOR INSTITUTIONAL POOLS (OPERATING ASSETS, ENDOWMENTS, FOUNDATIONS, HIGH NET WORTH INDIVIDUALS, INSURANCE RESERVES)
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
CODEFLGAILMAMONVNYOKSCTXVAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.