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Building 2PAUL-ELLIS INVESTMENT ASSOCIATES

Map pinPHILADELPHIA, PA
Phone855-275-7343
NotebookSEC #801-70460
Total AUM
$15M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1818 MARKET ST.
18TH FLR; SUITE 1816
PHILADELPHIA
PA 19103
United States
Operating Hours
9-5
Monday - Friday
Phone
855-275-7343

ReceiptFinancials

Total AUM
$15M
Accounts
7
Discretionary
$15M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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