Ellisville Harbour Partners

RIASEC Registered
Total AUM
$25M
Discretionary
$9M
36% of AUM
Avg account
$1.5M
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
312311
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ellisville Harbour Partners LLC is an independent registered investment adviser operating as a privately held, individually owned firm that focuses on wealth management for individuals and families. The firm provides portfolio management services geared toward individual clients and small businesses. Its fee model combines a percentage-of-assets charge with the potential for performance-based fees, which suggests use of strategies or products that permit incentive compensation. The adviser does not market itself as an ESG-focused manager, does not serve as a pension consultant or multi-state adviser, and does not operate as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • George Massey

    George Massey

    Managing MemberCRD 5820572

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth