ELLA FINANCIAL ADVISING

Overview

Ella Financial Advising is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on financial planning and customized portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, hourly, and fixed fees. It identifies as an active ESG investor, which implies ESG considerations are incorporated into at least some client strategies. As a compact advisory practice, the firm emphasizes model-driven allocation to public funds and mutual funds while supplementing core exposures with targeted alternative allocations through external managers.

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Location & Offices