415 Fourth Street
Suite 101
Annapolis, Maryland 21403
Tel: 410-280-3103
THE ELLERSON GROUP INC, formally registered with the SEC as THE ELLERSON GROUP INC. The firm was established in 02/21/1995. They have over 1 offices throughout the country.
THE ELLERSON GROUP INC is a Annapolis, Maryland based Financial Planning firm with nearly $261,058,430 assets under management, offering retirement planning & investment advisory services to 105 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106658 |
SEC# | 801-48299 |
Assets Managed by Firm | $261,058,430 |
No. of Clients | 105 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 105 | $261,058,430 |
Individuals (other than high net worth individuals) | 47 | $14,644,209 |
High net worth individuals | 58 | $246,414,221 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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