Ellis Investment Partners, LLC
Ellis Investment Partners, LLC (CRD# 157669) is a financial advisory firm headquartered in Berwyn, PA. They manage $800,785,285 in 802 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management801MILLION
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Total Number of Accounts802ACCOUNTS
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Average Account Value$998,485
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, DE, FL, LA, MA, MD, NC, NJ, NY, PA, TX, VA
Don Avgerinos (CRD# 4267162) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 23 years of experience in the finance industry.
Evan Avgerinos (CRD# 2496249) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 29 years of experience in the finance industry.
Samuel Carpin (CRD# 4384129) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 22 years of experience in the finance industry.
Anthony Civitello (CRD# 6594272) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 7 years of experience in the finance industry.
Jennifer Garrett (CRD# 1628496) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 31 years of experience in the finance industry.
Christian Grude (CRD# 1733168) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 36 years of experience in the finance industry.
Robert Habig (CRD# 2146490) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Lancaster, PA and has over 32 years of experience in the finance industry.
Daniel Kelley (CRD# 2468949) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 29 years of experience in the finance industry.
Derek Lemke (CRD# 4499667) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 22 years of experience in the finance industry.
Ross Muldoon (CRD# 5243220) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 16 years of experience in the finance industry.