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Building 2THE ELLERSON GROUP INC

Map pinANNAPOLIS, MD
Phone410-280-3103
NotebookSEC #801-48299
Total AUM
$291.2M
Employees
2
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
415 FOURTH STREET
SUITE 101
ANNAPOLIS
MD 21403
United States
Operating Hours
8:30AM TO 5PM
Monday - Friday
Phone
410-280-3103

ReceiptFinancials

Total AUM
$291.2M
Accounts
109
Discretionary
$291.2M
Accounts
109
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
47
AUM
$15.3M
HNW Individual Clients
62
AUM
$275.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMDVA

HandshakeAffiliates

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

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