Ellsworth Advisors LLC
Legal Name: ELLSWORTH ADVISORS, LLC
Full Contact Details
Other Info
Ellsworth Advisors LLC is legally known as ELLSWORTH ADVISORS, LLC. It is an OH Limited Liability Company. This firm has 9 employees, of which 5 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 19, 2018.
Ellsworth Advisors – Finance
Home Leadership Promise Client Tools Monthly Update Home Leadership Promise Client Tools Monthly Update Home We are an independent, fee based registered investment advisor that provides comprehensive financial planning, asset management, asset allocation, tax, accounting, retirement planning and est…
Direct Owners
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CAMERON SHIELDS MIELE
MANAGING DIRECTOR owns less than 5%
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ELLSWORTH ADVISORS HOLDINGS, LLC
MEMBER owns 75% or more
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KELLY MICHAEL KUENNEN
MANAGING DIRECTOR owns less than 5%
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MICHELLE MARIE SCHWAB
CHIEF COMPLIANCE OFFICER owns less than 5%
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PAUL A MARTIN
CHIEF FINANCIAL OFFICER owns less than 5%
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TIMOTHY BANKS CLEPPER
MANAGING PARTNER owns less than 5%
Indirect Owners
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MATTHEW JOHN KAULIG
MEMBER owns 75% or more