AdvisorOS Directory
Claim Profile
KY

Kevin Glenn Yoshida

J.H. ELLWOOD & ASSOCIATES, INC.·CHICAGO, Illinois
Unclaimed Profile
33 W MONROE, CHICAGO, IL 60603CRD# 4378632Firm CRD# 110781
01

About

Kevin Glenn Yoshida 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# 4378632
Firm CRD# 110781
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin Glenn Yoshida offer?
Kevin Glenn Yoshida specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Kevin Glenn Yoshida's credentials?
Kevin Glenn Yoshida is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Glenn Yoshida located?
Kevin Glenn Yoshida 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 Kevin Glenn Yoshida charge for services?
Kevin Glenn Yoshida'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHICAGO
Christine Carr Smith — LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC.Robert Paul Morgan — 50 SOUTH CAPITAL ADVISORS, LLCWendy Jacqueline Hills — DUFF & PHELPS INVESTMENT MANAGEMENT CO.Matthew Bradley Wallace — AON INVESTMENTS USA INC.Christopher John Castano — GROSVENOR CAPITAL MANAGEMENT, L.P.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile