Ellen Spong
Ellen Spong is a registered investment advisor at Atlantic Union Municipal Advisors, INC, based in Glen Allen, VA, with 3 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees may be tiered down and/or negotiated by clients if certain minimum levels of assets under management are attained.
Fee Estimator
Location
4300 Cox Road, Glen Allen, VA, 23060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ellen is involved with several non-profit organizations, including the Medical College of Virginia Foundation, The Richmond Forum, Westminster Canterbury Foundation, and St. Paul's Endowment Fund. These roles involve board meetings, committee work, fundraising, and stewardship, taking minimal time for each organization.
Employment History
Current Registrations
Atlantic Union Municipal Advisors, INC
Previous Registrations
Blue Edge Capital, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.