Ellen J Webber, Cfp
Firm details
- Headquarters
- ,
- CRD number
- 148382
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.72%
- Individuals31.28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ellen J Webber, CFP operates as a sole-proprietorship independent registered investment adviser focused on individual and family clients. The practice combines financial planning with portfolio management for individuals and small businesses. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor. The business is run by an individual owner and is not structured as a multi-state or newly formed advisory enterprise.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds52%
- Exchange Traded Equities33%
- Cash & Cash Equivalents6%
- Other5%
- Investment Grade Corp Bonds4%
Contacts
1 of 1Ellen Webber
Investment Advisor RepresentativeCRD 1752138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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