Ellwood

Ellwood (CRD# 110781) is a financial advisory firm headquartered in Chicago, IL. They manage $745,944,450 in 9 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    746
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $82,882,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, DE, GA, IL, MA, MO, NV, NY, OK, SC, TX, VA

Financial Advisors at Ellwood
Showing 1 - 10 of 10 top financial advisors.
1
Timothy R. Egan
CRD#: 1735638
104 S. Michigan Avenue, Suite 1100, Chicago, IL 60603
93
Wealthminder
score

Timothy Egan (CRD# 1735638) is an Investment Advisor Representative working at Ellwood in Chicago, IL and has over 25 years of experience in the finance industry.

2
Russell W. Hill
CRD#: 2083448
104 S. Michigan Avenue, Suite 1100, Chicago, IL 60603
93
Wealthminder
score

Russell Hill (CRD# 2083448) is an Investment Advisor Representative working at Ellwood in Chicago, IL and has over 27 years of experience in the finance industry.

3
Joseph C. Marzano
CRD#: 2941590
33 W Monroe, Suite 1850, Chicago, IL 60603
93
Wealthminder
score

Joseph Marzano (CRD# 2941590) is an Investment Advisor Representative working at Ellwood in Chicago, IL and has over 18 years of experience in the finance industry.

4
Kristi J. Bieber Gibbs
CRD#: 4917713
104 S. Michigan Avenue, Suite 1100, Chicago, IL 60603
87
Wealthminder
score

Kristi Bieber Gibbs (CRD# 4917713) is an Investment Advisor Representative working at Ellwood in Chicago, IL and has 1 year of experience in the finance industry.

5
Alexander S. Farquhar
CRD#: 3063113
33 W Monroe, Suite 1850, Chicago, IL 60603
87
Wealthminder
score

Alexander Farquhar (CRD# 3063113) is an Investment Advisor Representative working at Ellwood in Chicago, IL and has 1 year of experience in the finance industry.

6
Daniel R. George
CRD#: 4777850
104 S. Michigan Avenue, Suite 1100, Chicago, IL 60603
87
Wealthminder
score

Daniel George (CRD# 4777850) is an Investment Advisor Representative working at Ellwood in Chicago, IL and has 1 year of experience in the finance industry.

7
Scott R. Meggenberg
CRD#: 4920156
104 S. Michigan Avenue, Suite 1100, Chicago, IL 60603
87
Wealthminder
score

Scott Meggenberg (CRD# 4920156) is an Investment Advisor Representative working at Ellwood in Chicago, IL and has 1 year of experience in the finance industry.

8
Andrew W. Schwark
CRD#: 5914001
33 W Monroe, Suite 1850, Chicago, IL 60603
87
Wealthminder
score

Andrew Schwark (CRD# 5914001) is an Investment Advisor Representative working at Ellwood in Chicago, IL and has 1 year of experience in the finance industry.

9
Daniel E. Simon
CRD#: 4920131
104 S. Michigan Avenue, Suite 1100, Chicago, IL 60603
87
Wealthminder
score

Daniel Simon (CRD# 4920131) is an Investment Advisor Representative working at Ellwood in Chicago, IL and has 1 year of experience in the finance industry.

10
Matthew F. Winton
CRD#: 4917653
104 S. Michigan Avenue, Suite 1100, Chicago, IL 60603
87
Wealthminder
score

Matthew Winton (CRD# 4917653) is an Investment Advisor Representative working at Ellwood in Chicago, IL and has 1 year of experience in the finance industry.

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