Huntley Thatcher Ellsworth, Ltd. is a large advisory firm based in Colorado Springs. It manages $25.56 million of regulatory assets for 176 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Colorado, Texas, and Washington.
Huntley Thatcher Ellsworth provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Huntley Thatcher Ellsworth, Ltd. is $25.56 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Huntley Thatcher Ellsworth, Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jason Daniel Huntley has been acting as President since 1 Apr 1997. David Andrew Houle joined the executive team most recently as the Chief Compliance Officer.
The principal office where Huntley Thatcher Ellsworth, Ltd. performs its advisory services is located at 1755 Telstar Drive, Colorado Springs, CO 80920 The mailing address of the firm is Po Box 64470, Colorado Springs, CO 80962. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 719-522-1339 or by fax 719-352-3617. The normal business hours are 7:30 am to 5:00 pm mst on Monday - Friday. You can find more information about the New York firm at www.hteadvisers.com.