Ellsworth Advisors, LLC
Ellsworth Advisors, LLC (CRD# 297464) is a financial advisory firm headquartered in Hudson, OH. They manage $913,641,239 in 1,500 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management914MILLION
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Total Number of Accounts1,500ACCOUNTS
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Average Account Value$609,094
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, IN, MA, NC, NY, OH, PA, SC, TX, VA
Brett Baskin (CRD# 6499184) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 8 years of experience in the finance industry.
Timothy Clepper (CRD# 2960727) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 26 years of experience in the finance industry.
Patrick Justice (CRD# 6339758) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has 1 year of experience in the finance industry.
Kelly Kuennen (CRD# 2346668) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 29 years of experience in the finance industry.
Cameron Miele (CRD# 3117776) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 5 years of experience in the finance industry.
Michael Schindler (CRD# 5151419) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 13 years of experience in the finance industry.
Michelle Schwab (CRD# 3153160) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 23 years of experience in the finance industry.
Christopher Ameen (CRD# 6757164) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 4 years of experience in the finance industry.
John Dugan (CRD# 6072182) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 9 years of experience in the finance industry.
Kelly Orris (CRD# 7400635) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 3 years of experience in the finance industry.