ELLIS INVESTMENT PARTNERS, LLC
Tel: 484-320-6300 920 Cassatt Road 200 Berwyn Park, Suite 115 Berwyn, Pennsylvania 19312
About 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
Firm CRD#:
157669
Firm SEC#:
801-73011
Assets Under Management:
$800,785,285
No. of Clients:
802
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)
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