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).
Total Assets Under Management57MILLION
Total Number of Accounts144ACCOUNTS
Average Account Value$399,207
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
David Ellis (CRD# 5697252) is an Investment Advisor Representative working at Ellis Capital Management in Muskegon, MI and has over 8 years of experience in the finance industry.