Overview
Assets Under Management: $1.2 billion
Headquarters: HUDSON, OH
High-Net-Worth Clients: 177
Average Client Assets: $3 million
Frequently Asked Questions
ELLSWORTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297464), ELLSWORTH ADVISORS, LLC is subject to fiduciary duty under federal law.
ELLSWORTH ADVISORS, LLC is headquartered in HUDSON, OH.
ELLSWORTH ADVISORS, LLC serves 177 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, ELLSWORTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ELLSWORTH ADVISORS, LLC manages $1.2 billion in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, ELLSWORTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 177
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,863
Discretionary Accounts: 1,840
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 297464
Last Filing Date: 2025-02-28 00:00:00
Website: https://ellsworthadvisors.com