ELLIS FINANCIAL PLANNING - Financial Advisor in Tennessee, Clarksville

Tel: 931-905-0050 2681 Townsend Ct. Clarksville, Tennessee 37043

About ELLIS FINANCIAL PLANNING

ELLIS FINANCIAL PLANNING is a Clarksville, Tennessee based financial advisory firm with nearly $140,529,422 in assets under management and provides investment advisory services for 774 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

333092

Firm SEC#:

801-131209

Assets Under Management:

$140,529,422

No. of Clients:

774

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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