Sign in
Create a free account
ELLIS INVESTMENT PARTNERS, LLC
BERWYN, PA
484-320-6300
SEC #801-73011Total AUM
$986.8M
Employees
23Clients
820Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
920 CASSATT ROAD
200 BERWYN PARK, SUITE 115
BERWYN
PA 19312
United States
200 BERWYN PARK, SUITE 115
BERWYN
PA 19312
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
484-320-6300
Other Offices
1
Financials
Total AUM
$986.8M
Accounts
792Discretionary
$927.1M
Accounts
771Non-Discretionary
$59.7M
Accounts
21
Clients
Individual Clients
495AUM
$181.4M
HNW Individual Clients
291AUM
$704.6M
Pension/Profit Sharing Plan Clients
22AUM
$50.9M
Charitable Organization Clients
5AUM
$11.6M
Government Entity Clients
2AUM
$7M
Corporation or Business Clients
3AUM
$18.5M
Other Clients
2AUM
$12.9M
Description of Other Clients
FOUNDATIONS, WORKERS COMP TRUST, CHARITABLE TRUST, SPECIAL NEED TRUST
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CADEFLLAMAMDNHNJNYPATXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.