Overview
Assets Under Management: $1.2 billion
Headquarters: HUDSON, OH
High-Net-Worth Clients: 177
Average Client Assets: $3 million
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