Be advised. This firm is no longer registered.

Paul-ellis Investment Associates

Paul-ellis Investment Associates (CRD# 151162) is a financial advisory firm headquartered in Philadelphia, PA. They manage $15,000,000 in 7 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $2,142,857
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Paul-ellis Investment Associates
No Advisor Found.
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