Unclaimed Profile

Matthew John Kaulig

ELLSWORTH ADVISORS, LLC·HUDSON, Ohio

Clean recordELLSWORTH ADVISORS, LLC

1764 GEORGETOWN ROAD, HUDSON, OH 44236CRD# 6962208Firm CRD# 297464

Profile Verification

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

Identity

Matthew John Kaulig · HUDSON, OH

Registration

CRD #6962208 · ELLSWORTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ELLSWORTH ADVISORS, LLC

AUM

$914M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6962208

Firm CRD# 297464

View on FINRA BrokerCheck →

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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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