JH Ellwood & Associates Inc
Legal Name: J.H. ELLWOOD & ASSOCIATES, INC.
Full Contact Details
JH Ellwood & Associates Inc
33 W MONROE, SUITE 1000, CHICAGO, IL
312-782-5432
312-782-7494
Other Info
JH Ellwood & Associates Inc is a reputable DE corporation that currently employs 54 professionals, 44 of whom are advisors serving 342 clients. As reported by the SEC, the firm's registration has been Approved since June 22, 1981, and it continues to provide financial advisory services with unwavering commitment and expertise.
Ellwood is now CAPTRUST
CAPTRUST advisors provide investment advisory services to fiduciaries of corporate retirement plans, as well as wealth management services to high-net-worth individuals, business owners, families.
Direct Owners
-
AARON WALDMAN WARD
PRESIDENT, MANAGING DIRECTOR owns less than 5%
-
ALEXANDER STEWART FARQUHAR
MANAGING DIRECTOR owns less than 5%
-
DANIEL ERIC SIMON
MANAGING DIRECTOR owns less than 5%
-
DANIEL RAYMOND GEORGE
MANAGING DIRECTOR owns less than 5%
-
J.H. ELLWOOD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
SOLE OWNER owns 75% or more
-
KEVIN GLENN YOSHIDA
BOARD DIRECTOR owns less than 5%
-
M. SUSAN TOTH
BOARD DIRECTOR / SECRETARY, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER owns less than 5%
-
RUSSELL WHITMORE HILL
BOARD DIRECTOR (INDEPENDENT), CHAIRMAN owns less than 5%
-
TIMOTHY RICHARD EGAN
BOARD DIRECTOR owns less than 5%