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ELLIS INVESTMENT PARTNERS, LLC
CRD 157669 · SEC 801-73011
920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115, BERWYN, PA, 19312, United States
Phone
484-320-6300
Fax
484-320-6350
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$986.8M
Discretionary AUM
$927.1M
Team
23 total employees; 18 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 495 | $181.4M |
| High net worth individuals | 291 | $704.6M |
| Pension/profit sharing plans | 22 | $50.9M |
| Charitable organizations | 5 | $11.6M |
| State/municipal entities | 2 | $7.0M |
| Corporations/business entities | 3 | $18.5M |
States served
CA, DE, LA, MD, MA, NJ, NY, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD