J.H. ELLWOOD & ASSOCIATES, INC.
Legal name: ELLWOOD
CRD #110781 SEC #801-16134 CHICAGO, IL 312-782-5432
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
56
Clients
--
Accounts
21
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2021 | $1.4B | $1.4B | $0 | 56 | 370 |
| Mar 2021 | $1.4B | $1.4B | $0 | 56 | 370 |
| Jun 2020 | $1.3B | $1.3B | $0 | 56 | 340 |
| Mar 2020 | $1.3B | $1.3B | $0 | 56 | 340 |
| May 2019 | $1B | $1B | $0 | 54 | 342 |
| Mar 2019 | $1B | $1B | $0 | 54 | 342 |
| Mar 2018 | $1.2B | $1.2B | $0 | 57 | 331 |
| Oct 2017 | $791.1M | $791.1M | $0 | 55 | 337 |
| Mar 2017 | $791.1M | $791.1M | $0 | 55 | 300 |
| Jun 2016 | $745.9M | $745.9M | $0 | 46 | 300 |
| Mar 2016 | $745.9M | $745.9M | $0 | 46 | 300 |
| Mar 2015 | $734.8M | $734.8M | $0 | 43 | 300 |
| Oct 2014 | $646.6M | $646.6M | $0 | 42 | 300 |
| Jul 2014 | $646.6M | $646.6M | $0 | 42 | 300 |
| Mar 2014 | $646.6M | $646.6M | $0 | 42 | 300 |
| Jun 2013 | $0 | $0 | $0 | 40 | 300 |
DateAug 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees56
Clients370
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees56
Clients370
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees56
Clients340
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees56
Clients340
DateMay 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees54
Clients342
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees54
Clients342
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees57
Clients331
DateOct 2017
Total AUM$791.1M
Discretionary$791.1M
Non-Disc.$0
Employees55
Clients337
DateMar 2017
Total AUM$791.1M
Discretionary$791.1M
Non-Disc.$0
Employees55
Clients300
DateJun 2016
Total AUM$745.9M
Discretionary$745.9M
Non-Disc.$0
Employees46
Clients300
DateMar 2016
Total AUM$745.9M
Discretionary$745.9M
Non-Disc.$0
Employees46
Clients300
DateMar 2015
Total AUM$734.8M
Discretionary$734.8M
Non-Disc.$0
Employees43
Clients300
DateOct 2014
Total AUM$646.6M
Discretionary$646.6M
Non-Disc.$0
Employees42
Clients300
DateJul 2014
Total AUM$646.6M
Discretionary$646.6M
Non-Disc.$0
Employees42
Clients300
DateMar 2014
Total AUM$646.6M
Discretionary$646.6M
Non-Disc.$0
Employees42
Clients300
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees40
Clients300