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Building 2TIMOTHY J. ELLIS, INC.

Map pin
Phone315-455-6955
NotebookSEC #801-80511
Total AUM
$87.2M
Employees
1
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
315-455-6955

ReceiptFinancials

Total AUM
$87.2M
Accounts
200
Discretionary
$87.2M
Accounts
195
Non-Discretionary
$70K
Accounts
5

ContactClients

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Individual Clients
200
AUM
$87.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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