Be advised. This firm is no longer registered.

Ellwood

Ellwood (CRD# 110781) is a financial advisory firm headquartered in Chicago, IL. They manage $1,436,048,678 in 21 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
33 W Monroe, Suite 1000, Chicago, IL 60603
https://www.linkedin.com/company/ellwoodassociates
By the Numbers
  • Total Assets Under Management
    1,436
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $68,383,270
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Ellwood
No Advisor Found.

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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