ELLIS INVESTMENT PARTNERS, LLC - Financial Advisor in Pennsylvania, Berwyn

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

No. of Advisors:

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

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