ELLSWORTH ADVISORS, LLC

1764 Georgetown Road
Hudson, Ohio 44236
Tel: (234) 200-0703

About ELLSWORTH ADVISORS, LLC

ELLSWORTH ADVISORS, LLC, formally registered with the SEC as ELLSWORTH ADVISORS, LLC. The firm was established in 07/19/2018. They have over 3 offices throughout the country.

ELLSWORTH ADVISORS, LLC is a Hudson, Ohio based Financial Planning firm with nearly $1,185,403,327 assets under management, offering retirement planning & investment advisory services to 1863 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297464
SEC#	801-113634
Assets Managed by Firm	$1,185,403,327
No. of Clients	1863
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ALTERNATIVE INVESTMENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1863	$1,185,403,327
Individuals (other than high net worth individuals)	573	$679,445,541
High net worth individuals	177	$487,940,514
Corporations or other businesses	8	$18,017,272

More Retirement Planning firms in Hudson, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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