ELLIS INVESTMENT PARTNERS, LLC

920 Cassatt Road
200 Berwyn Park, Suite 115
Berwyn, Pennsylvania 19312
Tel: 484-320-6300

About ELLIS INVESTMENT PARTNERS, LLC

ELLIS INVESTMENT PARTNERS, LLC, formally registered with the SEC as ELLIS INVESTMENT PARTNERS, LLC. The firm was established in 01/06/2012. They have over 2 offices throughout the country.

ELLIS INVESTMENT PARTNERS, LLC is a Berwyn, Pennsylvania based Financial Planning firm with nearly $800,785,285 assets under management, offering retirement planning & investment advisory services to 802 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157669
SEC#	801-73011
Assets Managed by Firm	$800,785,285
No. of Clients	802
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	802	$800,785,285
Individuals (other than high net worth individuals)	471	$141,620,329
High net worth individuals	296	$573,088,533
Pension and profit sharing plans	22	$40,305,945
Charitable organizations	6	$11,256,406
Corporations or other businesses	3	$17,423,924

More Retirement Planning firms in Berwyn, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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