Ellis Investment Partners, LLC.

Financial Services - Berwyn, PA, US

Ellis Investment Partners, LLC. Employees
Drew Schaffer

Financial Planning Coordinator

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Michelle Siano

Chief Compliance Officer

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Anthony Civitello

Financial Planning Analyst

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Ross Muldoon

Director of Portfolio Management Operations

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Jennifer Garrett

Senior Portfolio Manager

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Nick Sun

Portfolio Strategist

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Derek Lemke

Certified Financial Planner

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Ellis Investment Partners, LLC. Senior Management
David Sun

President & CIO

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Ellis Investment Partners, LLC. Details

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 firm's business philosophy.

Ellis Investment Partners, LLC. logo, Ellis Investment Partners, LLC. contact details
Employees: 20 - 49
HQ: 484-320-6300
Location: Berwyn, PA, US
Revenue: 2.5 - 5 Million
Investment Management Financial Planning Wealth Management Investment Managment Retirement Planning Investment Bank/Securities Brokerage Financial Advisory Services Financial Services
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