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The Ellerson Group Inc

● SEC registered since 1995CRD 106658SEC# 801-48299Annapolis, MD
Export (members)
Reg. AUM
$261.1M
Employees
2
Accounts
105
Location
Annapolis, MD

The Ellerson Group Inc assets under management

The Ellerson Group Inc operates as an SEC-registered investment adviser based in Annapolis, MD. The firm has been registered since 1995. It reports $261.1 million in regulatory assets under management and employs 2 people.

The Ellerson Group Inc owners & executives

2 reported
NameTitleOwnershipSince
James Patteson Ellerson ControlChief Compliance OfficerOver 75%2004
James Patteson Ellerson ControlPresidentOver 75%1994

Frequently asked questions

How much does The Ellerson Group Inc manage?

The Ellerson Group Inc reports $261.1 million in regulatory assets under management on its Form ADV.

How many employees does The Ellerson Group Inc have?

The Ellerson Group Inc reports 2 employees.

Where is The Ellerson Group Inc located?

The Ellerson Group Inc is based in Annapolis, MD and has been SEC-registered since 1995.

Does The Ellerson Group Inc disclose fund performance?

The Ellerson Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address415 Fourth Street, Suite 101, Annapolis, MD 21403
Phone410-280-3103
Fax410-280-9024
Office hours8:30a.m. To 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$255.4M
Non-discretionary$5.7M
Total (RAUM)$261.1M