The Ellerson Group Inc.

The Ellerson Group Inc. (CRD# 106658) is a financial advisory firm headquartered in Annapolis, MD. They manage $234,098,734 in 104 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
415 Fourth Street, Suite 101, Annapolis, MD 21403
http://www.ellersongroup.com
By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $2,250,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MD, VA

Financial Advisors at The Ellerson Group Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James Ellerson, financial advisor Annapolis MD
James P. Ellerson
CRD#: 1105629
415 Fourth Street, Suite 101, Annapolis, MD 21403

James Ellerson (CRD# 1105629) is an Investment Advisor Representative working at The Ellerson Group Inc. in Annapolis, MD and has over 40 years of experience in the finance industry.

2
David Sheiman, financial advisor Annapolis MD
David E. Sheiman
CRD#: 6205452
415 Fourth Street, Suite 101, Annapolis, MD 21403

David Sheiman (CRD# 6205452) is an Investment Advisor Representative working at The Ellerson Group Inc. in Annapolis, MD 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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