Ellwood

Ellwood (CRD# 110781) is a financial advisory firm headquartered in Chicago, IL. They manage $1,269,890,615 in 21 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,270
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $60,470,982
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, WI

Financial Advisors at Ellwood
Showing 1 - 10 of 13 top financial advisors.
1
Kristi J. Bieber Gibbs
CRD#: 4917713
104 S. Michigan Avenue, Suite 1100, Chicago, IL 60603

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.

2
Dale A. Connors
CRD#: 1522386
5299 Dtc Boulevard Suite 810, Greenwood Village, CO 80111

Dale Connors (CRD# 1522386) is an Investment Advisor Representative working at Ellwood in Greenwood Village, CO and has 1 year of experience in the finance industry.

3
Timothy R. Egan
CRD#: 1735638
104 S. Michigan Avenue, Suite 1100, Chicago, IL 60603

Timothy Egan (CRD# 1735638) is an Investment Advisor Representative working at Ellwood in Chicago, IL and has over 28 years of experience in the finance industry.

4
Alexander S. Farquhar
CRD#: 3063113
33 W Monroe, Suite 1000, Chicago, IL 60603

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.

5
Andrew C. Fiegel
CRD#: 5342591
5299 Dtc Boulevard Suite 810, Greenwood Village, CO 80111

Andrew Fiegel (CRD# 5342591) is an Investment Advisor Representative working at Ellwood in Greenwood Village, CO 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

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
Joseph C. Marzano
CRD#: 2941590
33 W Monroe, Suite 1000, Chicago, IL 60603

Joseph Marzano (CRD# 2941590) is an Investment Advisor Representative working at Ellwood in Chicago, IL and has over 21 years of experience in the finance industry.

8
Scott R. Meggenberg
CRD#: 4920156
104 S. Michigan Avenue, Suite 1100, Chicago, IL 60603

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.

9
Paul B. Schreder
CRD#: 6312521
5299 Dtc Boulevard, Suite 810, Greenwood Village, CO 80111

Paul Schreder (CRD# 6312521) is an Investment Advisor Representative working at Ellwood in Greenwood Village, CO and has 1 year of experience in the finance industry.

10
Andrew W. Schwark
CRD#: 5914001
33 W Monroe, Suite 1000, Chicago, IL 60603

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.

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