J.H. ELLWOOD & ASSOCIATES, INC.

ELLWOOD
CHICAGO, Illinois·9 registered advisors·CRD# 110781
SEC# 801-161341312-782-5432
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
56
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Other: % OF ASSETS UNDER ADVISEMENT
03

Specialties

Investment ManagementWealth Management
04

Advisors at J.H. ELLWOOD & ASSOCIATES, INC.

9 registered advisors
Aaron Waldman Ward
CHICAGO, Illinois
Alexander Stewart Farquhar
CHICAGO, Illinois
Bradley Jason Levandoski
CHICAGO, Illinois
Daniel Eric Simon
CHICAGO, Illinois
Daniel Raymond George
CHICAGO, Illinois
Kevin Glenn Yoshida
CHICAGO, Illinois
M. Susan B. Toth
CHICAGO, Illinois
Russell Whitmore Hill
CHICAGO, Illinois
Timothy Richard Egan
CHICAGO, Illinois
05

Office Locations

CHICAGO, Illinois
9 advisors

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Data sourced from SEC Form ADV filings. J.H. ELLWOOD & ASSOCIATES, INC. (CRD# 110781) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.