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).

Current Firm Details

920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

http://www.ellisinvestmentpartners.com

By the Numbers

Total Assets Under Management

801

MILLION
Total Number of Accounts

802

ACCOUNTS
Average Account Value

$998,485

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, DE, FL, LA, MA, MD, NC, NJ, NY, PA, TX, VA

Financial Advisors at Ellis Investment Partners, LLC

Showing 11 - 18 of 18 top financial advisors.

11

Michael A. Newman

CRD#: 2145294

920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Michael Newman (CRD# 2145294) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 32 years of experience in the finance industry.

12

Woodward T. Odiorne

CRD#: 351048

920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Woodward Odiorne (CRD# 351048) 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.

13

Andrew D. Schaffer

CRD#: 6213821

920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Andrew Schaffer (CRD# 6213821) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 8 years of experience in the finance industry.

14

CRD#: 4085204

920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Michelle Siano (CRD# 4085204) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 19 years of experience in the finance industry.

15

Jonathan D. Smith

CRD#: 4843601

920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Jonathan Smith (CRD# 4843601) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 19 years of experience in the finance industry.

16

CRD#: 1849131

920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

David Sun (CRD# 1849131) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 35 years of experience in the finance industry.

17

Nicholas W. Sun

CRD#: 6908936

920 Cassatt Road, 200 Berwyn Park, Suite 115, Berwyn, PA 19312

Nicholas Sun (CRD# 6908936) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 6 years of experience in the finance industry.

18

CRD#: 6101223

Westminster, CA

Robin Sun (CRD# 6101223) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Westminster, CA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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