Overview
Assets Under Management: $261 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 58
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.39
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 105
Discretionary Accounts: 100
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 106658
Last Filing Date: 2025-02-27 00:00:00
Website: https://ellersongroup.com