Ellis Investment Partners

Ellis Investment Partners

Financial Services, 920 Cassatt Rd Ste 115, Berwyn, Pennsylvania, 19312, United States, 11-50 Employees

ellisinvestmentpartners.com

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Who is ELLIS INVESTMENT PARTNERS

Ellis Investment Partners LLC (EIP LLC) is a Registered Investment Adviser which provides investment management and financial planning services. Named after Ellis Island, the firm is comp...

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  • 920 Cassatt Rd Ste 115, Berwyn, Pennsylvania, 19312, United States Headquarters: 920 Cassatt Rd Ste 115, Berwyn, Pennsylvania, 19312, United States
  • 2012 Date Founded: 2012
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from ELLIS INVESTMENT PARTNERS

Ellis Investment Partners Org Chart and Mapping

Employees

Jennifer Garrett

Senior Portfolio Manager

CBC Don Avgerinos

Investment Advisor Representative

Drew Schaffer

Financial Planning Coordinator

Cfp® Derek A. Lemke

Certified Financial Planner

Michael Newman

Senior Financial Consultant

Nick Sun

Portfolio Strategist

Robin Sun

Financial Planning and Portfolio Consultant

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Frequently Asked Questions Regarding Ellis Investment Partners

Answer: Ellis Investment Partners's headquarters are located at 920 Cassatt Rd Ste 115, Berwyn, Pennsylvania, 19312, United States

Answer: Ellis Investment Partners's official website is https://ellisinvestmentpartners.com

Answer: Ellis Investment Partners's revenue is $5 Million to $10 Million

Answer: Ellis Investment Partners's SIC: 6282

Answer: Ellis Investment Partners's NAICS: 523930

Answer: Ellis Investment Partners has 11-50 employees

Answer: Ellis Investment Partners is in Financial Services

Answer: Ellis Investment Partners contact info: Phone number: Website: https://ellisinvestmentpartners.com

Answer: Ellis Investment Partners LLC (EIP LLC) is a Registered Investment Adviser which provides investment management and financial planning services. Named after Ellis Island, the firm is comprised of professionals with significant years of experience within the financial services industry where many of the team members have been together for 10 to 20+ years. EIP LLC registered with the U.S. Securities and Exchange Commission in 2012 as a result of overwhelming support from colleagues and clients to move forward as an independent entity, staying true to the firms business philosophy.

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