THE ELLERSON GROUP INC

415 Fourth Street
Suite 101
Annapolis, Maryland 21403
Tel: 410-280-3103

About THE ELLERSON GROUP INC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	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

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