Ella Financial Advising

Ella Financial Advising (CRD# 307357) is a financial advisory firm headquartered in Oakland, CA. They manage $61,285,738 in 191 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5237 College Avenue, Oakland, CA 94618
http://www.ellafinancialadvising.com
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $320,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ella Financial Advising
Showing 1 - 1 of 1 top financial advisors.
1
Elizabeth Taylor, financial advisor Oakland CA
Elizabeth E. Taylor
CRD#: 6404273
5237 College Avenue, Oakland, CA 94618

Elizabeth Taylor (CRD# 6404273) is an Investment Advisor Representative working at Ella Financial Advising in Oakland, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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