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Daniel Raymond George

J.H. ELLWOOD & ASSOCIATES, INC.·CHICAGO, Illinois
Unclaimed Profile
33 W MONROE, CHICAGO, IL 60603CRD# 4777850Firm CRD# 110781
01

About

Daniel Raymond George 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
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: % OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4777850
Firm CRD# 110781
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Raymond George offer?
Daniel Raymond George specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Daniel Raymond George's credentials?
Daniel Raymond George is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Raymond George located?
Daniel Raymond George 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 Daniel Raymond George charge for services?
Daniel Raymond George'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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Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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