Investment adviser · CRD 110781
ELLWOOD
Investment adviser filing (IA)
J.H. ELLWOOD & ASSOCIATES, INC.
CHICAGO, IL, United States · Form ADV filed Aug 26, 2021
- Regulatory AUM
- $1.44B Form ADV · Item 5.F
- Client accounts
- 21 Accounts, not individual clients
- Employees
- 56 Reported in this filing
- Advisory professionals
- 48 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 14 | $1,131,944,783 | 78.8% |
| Retirement plans | 3 | $289,211,602 | 20.1% |
| High-net-worth individuals | 4 | $14,892,293 | 1.0% |
Filing source
Form ADV 1562089 · Aug 26, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 26, 2021. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
33 W MONROE, SUITE 1000CHICAGO, IL, 60603, United States
CRD 110781
Filing source
Form ADV 1562089 · Aug 26, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.