Ellis Investment Partners LLC
Legal Name: ELLIS INVESTMENT PARTNERS, LLC
Full Contact Details
Ellis Investment Partners LLC
920 CASSATT ROAD, 200 BERWYN PARK, SUITE 115, BERWYN, PA
484-320-6300
484-320-6350
Other Info
Ellis Investment Partners LLC, a PA Limited Liability Company, has 22 employees with 17 in advisory roles and serves 9 clients. Its SEC status is approved, registered since January 6, 2012.
Home - Ellis Investment Partners, LLC - Seeking Opportunities in a New World
484-320-6300 [email protected] Home About Us Our Team Services Resources Terms & Conditions Market Commentary Form CRS Contact Us Select Page Seeking Opportunities in a New World In a world dominated by Fear and Greed, three topics constantly come up in discussions within our firm. Th…
Direct Owners
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DAVID YU-WEN SUN
PRESIDENT & CIO owns 75% or more
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LESLIE REFICE TRITSCHLER
DIRECTOR OF OPERATIONS AND CLIENT SERVICES owns less than 5%
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MICHELLE SIANO
CHIEF COMPLIANCE OFFICER owns less than 5%
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ROSS BRIAN MULDOON
DIRECTOR OF PORTFOLIO MANAGEMENT OPERATIONS owns less than 5%