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Ellis Investment Partners, LLC

Headquartered in BERWYN, PA

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Firm Information

Ellis Investment Partners, LLC is an investment advisor headquartered in Berwyn, PA. The firm provides financial planning, consulting services, portfolio management for individuals and businesses, and selection of other advisors. Ellis Investment Partners, LLC manages approximately $800.8 million in assets for a diverse client base that includes individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and other investment advisors.

Ellis Investment Partners, LLC

920 CASSATT ROAD

BERWYN, PA 19312

$800.79M

Assets Under Management

1

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

ELLIS INVESTMENT PARTNERS, LLC has a total of 4 branch locations across the country.
location

BERWYN, PA

location

WESTMINSTER, CA

location

San Jose, CA

location

LANCASTER, PA

Advisors at Ellis Investment Partners, LLC

View All 17 Advisors
Unclaimed
Evan Avgerinos

RA

BERWYN, PA

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Joseph McGinley

RA

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Ross Brian Muldoon

CFP®, RA

BERWYN, PA

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Michael Allen Newman

CFC®, RA

BERWYN, PA

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Robin Sun

RA

WESTMINSTER, CA

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Jonathan D Smith

CFP®, RA

BERWYN, PA

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Jennifer Ann Garrett

CFA®, RA

BERWYN, PA

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Unclaimed
David Yu-wen Sun

CFA®, RA

BERWYN, PA

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Disclosures

There are no public disclosures for Ellis Investment Partners, LLC.

Frequently Asked Questions (8)

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