Ellevest


Trust Score 86%
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Last updated: August 11th, 2019. Data source: SEC filings.

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Ellevest, federally registered in 2015, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 14 advisors. Ellevest manages $283.4 million and provides investment advisory services for 22,824 clients (1:1631 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $12,416
Hybrid Advisor No
Disciplinary History No
Total AUM $283.4 million
Advisor / Client Ratio 1:1631
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 175476)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY


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