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Ellestar Advisors Inc (Fairport)


Ellestar Advisors Inc is a large advisory firm based in Fairport. It manages $64.44 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

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Ellestar Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ellestar Advisors: assets under management

The assets under management (AUM) of Ellestar Advisors Inc is $64.44 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $64.39 million in discretionary accounts and $49.89 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.4 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $49.89 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ellestar Advisors Inc 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.

Based in Fairport

The principal office where Ellestar Advisors Inc performs its advisory services is located at 6 North Main Street, Fairport, NY 14450, which is also the mailing address of the firm. An additional office of the firm is in Oak Brook, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 716-377-0960 or by fax 716-377-9762. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at ellestarinc.com.


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