TIMOTHY J. ELLIS, INC.
Firm details
- Headquarters
- ,
- CRD number
- 126188
- Registered since
- November 7, 2014
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Timothy J. Ellis, Inc. operates as an independent registered investment advisor (RIA) and focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm, founded in 2014, is structured as a corporation and is owned by an individual. It does not engage in capital allocation or pension consulting and does not have affiliations with other advisory firms. Timothy J. Ellis, Inc. does not actively pursue ESG investments, indicating a more traditional investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities90%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1TIMOTHY ELLIS
PresidentCRD 4648165
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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