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ELLIS INVESTMENT PARTNERS, LLC

Tel: 484-320-6300
920 Cassatt Road
200 Berwyn Park, Suite 115
Berwyn, Pennsylvania  19312

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ELLIS INVESTMENT PARTNERS, LLC

ELLIS INVESTMENT PARTNERS, LLC is a Berwyn, Pennsylvania based financial advisory firm with nearly $800,785,285 in assets under management and provides investment advisory services for 802 clients. There are currently 23 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

157669

SEC#:

801-73011

No. of Clients:

802

Assets under Management

$800,785,285

No. of Advisors:

23

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