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Matthew John Kaulig

ELLSWORTH ADVISORS, LLC·HUDSON, Ohio
Unclaimed Profile
1764 GEORGETOWN ROAD, HUDSON, OH 44236CRD# 6962208Firm CRD# 297464
01

About

Matthew John Kaulig is a registered financial advisor based in HUDSON, Ohio, affiliated with ELLSWORTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ELLSWORTH ADVISORS, LLC
ELLSWORTH ADVISORS, LLC
AUM
$914M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ELLSWORTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6962208
Firm CRD# 297464
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew John Kaulig offer?
Matthew John Kaulig specializes in Financial Planning, Investment Management. Contact their office in HUDSON, Ohio for a consultation.
What are Matthew John Kaulig's credentials?
Matthew John Kaulig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew John Kaulig located?
Matthew John Kaulig is based in HUDSON, Ohio, working with ELLSWORTH ADVISORS, LLC. Their office serves clients in the HUDSON metropolitan area and surrounding communities.
How does Matthew John Kaulig charge for services?
Matthew John Kaulig's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELLSWORTH ADVISORS, LLC?
ELLSWORTH ADVISORS, LLC has approximately 13 employees and manages $914M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HUDSON
William Frank Hoover — BROADLEAF PARTNERS, LLCMichael Andrew Czekaj — BROADLEAF PARTNERS, LLCRandall Paul Ruggaard — RUGGAARD & ASSOCIATES, LLCMichael Ryan Cavanaugh — ELLSWORTH ADVISORS, LLCDouglas Scott Mackay — BROADLEAF PARTNERS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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