Unclaimed Profile

Timothy Richard Egan

J.H. ELLWOOD & ASSOCIATES, INC.·CHICAGO, Illinois

Series 2, Series 63, Series 65Clean record21 years registeredJ.H. ELLWOOD & ASSOCIATES, INC.

33 W MONROE, CHICAGO, IL 60603CRD# 1735638Firm CRD# 110781

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Richard Egan · CHICAGO, IL

Registration

CRD #1735638 · J.H. ELLWOOD & ASSOCIATES, INC. · 21 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Dec 2021 – present

ELLWOOD

Feb 2005 – Nov 2021

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · February 17, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J.H. ELLWOOD & ASSOCIATES, INC.

CRD 110781 · SEC 801-16134

AUM

$1.4B

Regulatory assets under management

Employees

21 client accounts

Services offered by J.H. ELLWOOD & ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at J.H. ELLWOOD & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy Richard Egan offer?

Timothy Richard Egan specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Timothy Richard Egan's credentials?

Timothy Richard Egan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Richard Egan located?

Timothy Richard Egan 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 Timothy Richard Egan charge for services?

Timothy Richard Egan'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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