Huntley Thatcher Ellsworth, Ltd. (Colorado Springs)

Name: Huntley Thatcher Ellsworth, Ltd.
Address: 1755 Telstar Drive, Colorado Springs, CO, 80920
Telephone: 719-522-1339

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.

Huntley Thatcher Ellsworth: assets under management

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 firm manages $25.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.22 thousand each.

Fees & Commissions

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.

Careers at Huntley Thatcher Ellsworth, Ltd.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jason Daniel Huntley	President	1 Apr 1997	Other	2463652
Donald Bruce Ellsworth	Managing director	1 Jun 1999	Other	4371851
Gregory Lambert Thatcher	Vice president	1 Jun 2001	Other	1952128
L.L.C. Lake Avenue Partners	Parent company	1 Jun 2001	75% - 100%	84-1591809
Margaret Lorene Leonard	Manager/portfolio administration	1 Jan 2003	Other	2054939
Cynthia Ann Bogren	Compliance officer	1 Jan 2004	Other	1548543
Gregory Lambert Thatcher	Chief compliance officer	1 Oct 2004	Other	1952128
David Andrew Houle	Member	1 Jan 2010	Other	5763948
Elliott Jacob Orsillo	Member	1 Jan 2010	Other	5345898
David Andrew Houle	Chief compliance officer	1 Apr 2011	Other	5763948

Based in Colorado Springs

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.