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TIMOTHY J. ELLIS, INC.

CRD 126188 · SEC 801-80511

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$87.2M

Discretionary AUM

$87.2M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Fixed fees

Org form

Corporation

Filing date

2024-03-28

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals200$87.2M

Official SEC filing: View on IAPD