Ellis Investment Partners, LLC

Ellis Investment Partners, LLC (CRD# 157669) is a financial advisory firm headquartered in Berwyn, PA. They manage $341,787,277 in 921 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    342
    MILLION
  • Total Number of Accounts
    921
    ACCOUNTS
  • Average Account Value
    $371,105
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, DE, FL, HI, LA, MD, NJ, NY, PA, TX

Financial Advisors at Ellis Investment Partners, LLC
Showing 1 - 10 of 19 top financial advisors.
1
Kevin M. Auerbach
CRD#: 2622423
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312
96
Wealthminder
score

Kevin Auerbach (CRD# 2622423) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 21 years of experience in the finance industry.

2
Jennifer A. Garrett
CRD#: 1628496
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312
96
Wealthminder
score

Jennifer Garrett (CRD# 1628496) 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.

3
Ross B. Muldoon
CRD#: 5243220
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312
96
Wealthminder
score

Ross Muldoon (CRD# 5243220) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 9 years of experience in the finance industry. Ross Muldoon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael A. Newman
CRD#: 2145294
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312
96
Wealthminder
score

Michael Newman (CRD# 2145294) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 25 years of experience in the finance industry.

5
David Y. Sun
CRD#: 1849131
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312
96
Wealthminder
score

David Sun (CRD# 1849131) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 28 years of experience in the finance industry.

6
Don C. Avgerinos
CRD#: 4267162
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312
93
Wealthminder
score

Don Avgerinos (CRD# 4267162) 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.

7
Evan Avgerinos
CRD#: 2496249
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312
93
Wealthminder
score

Evan Avgerinos (CRD# 2496249) 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.

8
Samuel M. Carpin
CRD#: 4384129
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312
93
Wealthminder
score

Samuel Carpin (CRD# 4384129) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 15 years of experience in the finance industry.

9
Francis G. Devlin
CRD#: 3100118
920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312
93
Wealthminder
score

Francis Devlin (CRD# 3100118) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 17 years of experience in the finance industry.

10
Robert F. Habig
CRD#: 2146490
2938 Columbia Ave, Suite 1601, Lancaster, PA 17603
93
Wealthminder
score

Robert Habig (CRD# 2146490) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Lancaster, PA and has over 25 years of experience in the finance industry.

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