Ellis Capital Management

Ellis Capital Management (CRD# 150988) is a financial advisory firm headquartered in Muskegon, MI. They manage $57,485,841 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $399,207
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Ellis Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
David K. Ellis
CRD#: 5697252
211 W. Webster Ave., Suite 400, Muskegon, MI 49440
93
Wealthminder
score

David Ellis (CRD# 5697252) is an Investment Advisor Representative working at Ellis Capital Management in Muskegon, MI and has over 7 years of experience in the finance industry.

2
Anastasia K. Wiese
CRD#: 6266325
221 W. Webster Ave., Suite 400, Muskegon, MI 49440
89
Wealthminder
score

Anastasia Wiese (CRD# 6266325) is an Investment Advisor Representative working at Ellis Capital Management in Muskegon, MI and has over 2 years of experience in the finance industry.

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