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THE Ellerson Group Inc.

Headquartered in ANNAPOLIS, MD

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Firm Information

THE Ellerson Group Inc. is an investment advisor registered with the SEC and located in Annapolis, MD. The firm manages over $234 million in assets and offers financial planning, portfolio management for individuals, and selection of other advisors services. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth, with a total of 104 accounts.

THE Ellerson Group Inc.

415 FOURTH STREET

ANNAPOLIS, MD 21403

$234.10M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

THE ELLERSON GROUP INC. has a total of 1 branch locations across the country.
location

ANNAPOLIS, MD

Advisors at THE Ellerson Group Inc.

View All 2 Advisors
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James Patteson Ellerson

RA

ANNAPOLIS, MD

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David Edward Sheiman

CFA®, RA

ANNAPOLIS, MD

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Disclosures

There are no public disclosures for THE Ellerson Group Inc..

Frequently Asked Questions (6)

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