TIMOTHY J. ELLIS, INC.

TIMOTHY J. ELLIS, INC. is an SEC-registered investment adviser (CRD 126188). Regulatory assets under management: $87.2M.

Registration

• CRD: 126188
• SEC file number: 801-80511
• Type: Registered investment adviser
• Phone: 315-455-6955
• Latest filing: 2024-03-28
• Regulatory AUM: $87.2M
• Discretionary AUM: $87.2M
• Non-discretionary AUM: $70K
• Clients: 1
• Accounts: 200

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 126188 on SEC IAPD (source of record)
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