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Alexander Stewart Farquhar

J.H. ELLWOOD & ASSOCIATES, INC.·CHICAGO, Illinois
Clean recordJ.H. ELLWOOD & ASSOCIATES, INC.
33 W MONROE, CHICAGO, IL 60603CRD# 3063113Firm CRD# 110781

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander Stewart Farquhar · CHICAGO, IL
Registration
CRD #3063113 · J.H. ELLWOOD & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alexander Stewart Farquhar is a registered financial advisor based in CHICAGO, Illinois, affiliated with J.H. ELLWOOD & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
J.H. ELLWOOD & ASSOCIATES, INC.
ELLWOOD
AUM
$1.4B
Regulatory assets under management
Employees
56
Total firm employees
View all advisors at J.H. ELLWOOD & ASSOCIATES, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Other: % OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 3063113
Firm CRD# 110781
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alexander Stewart Farquhar offer?
Alexander Stewart Farquhar specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Alexander Stewart Farquhar's credentials?
Alexander Stewart Farquhar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Stewart Farquhar located?
Alexander Stewart Farquhar is based in CHICAGO, Illinois, working with J.H. ELLWOOD & ASSOCIATES, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Alexander Stewart Farquhar charge for services?
Alexander Stewart Farquhar's firm is compensated through percentage of aum, subscription fees, other: % of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.H. ELLWOOD & ASSOCIATES, INC.?
J.H. ELLWOOD & ASSOCIATES, INC. has approximately 56 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at J.H. ELLWOOD & ASSOCIATES, INC.

Bradley Jason Levandoski
CHICAGO, IL
Kevin Glenn Yoshida
CHICAGO, IL
Russell Whitmore Hill
CHICAGO, IL
Aaron Waldman Ward
CHICAGO, IL
Daniel Raymond George
CHICAGO, IL
Daniel Eric Simon
CHICAGO, IL

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Research
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