Ellis Wealth Advisors, LLC
Ellis Wealth Advisors, LLC (CRD# 153024) is a financial advisory firm headquartered in , . They manage $4,692,525 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts16ACCOUNTS
Average Account Value$293,283
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Robert Ellis (CRD# 871521) is an Investment Advisor Representative working at Ellis Wealth Advisors, LLC in Chicago, IL and has over 30 years of experience in the finance industry.