ELLSWORTH ADVISORS, LLC

HUDSON, Ohio·7 registered advisors·CRD# 297464
SEC# 801-1136342(234) 200-0703
01

Firm Overview

AUM
$914M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ELLSWORTH ADVISORS, LLC

7 registered advisors
Cameron Shields Miele
HUDSON, Ohio
Kelly Michael Kuennen
HUDSON, Ohio
Matthew John Kaulig
HUDSON, Ohio
Michael Ryan Cavanaugh
HUDSON, Ohio
Michelle Marie Schwab
HUDSON, Ohio
Paul A Martin
HUDSON, Ohio
Timothy Banks Clepper
HUDSON, Ohio
05

Office Locations

HUDSON, Ohio
7 advisors

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Data sourced from SEC Form ADV filings. ELLSWORTH ADVISORS, LLC (CRD# 297464) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.