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.
View Top Employees from Ellis Investment Partners, LLC.| Website | http://ellisinvestmentpartners.com |
| Revenue | $8 million |
| Employees | 21 (20 on RocketReach) |
| Founded | 2012 |
| Address | 920 Cassatt Road 200 Berwyn Park, Suite 115, Berwyn, Pennsylvania 19312, US |
| Phone | (484) 320-6300 |
| Fax | (484) 320-6350 |
| Technologies |
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+11 more
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| Industry | Financial Services, Finance General, Finance |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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Ellis Investment Partners, LLC. Questions
The Ellis Investment Partners, LLC. annual revenue was $8 million in 2024.
Michelle Siano is the Chief Compliance Officer of Ellis Investment Partners, LLC..
20 people are employed at Ellis Investment Partners, LLC..
Ellis Investment Partners, LLC. is based in Berwyn, Pennsylvania.
The NAICS codes for Ellis Investment Partners, LLC. are [523, 52393, 52, 5239].
The SIC codes for Ellis Investment Partners, LLC. are [62, 628].
Top Ellis Investment Partners, LLC. Employees
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2
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ViewMichelle Siano
Chief Compliance Officer at Ellis Investment Partners, LLC.
Philadelphia, PA, US23 -
11
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ViewJennifer Garrett
Senior Portfolio Manager at Ellis Investment Partners, LLC.
North Wales, PA, US23 -
View
Katelyn Baehrle
Client Services Manager at Ellis Investment Partners, LLC.
Philadelphia, PA, US12 -
ViewRoss Muldoon
Director of Portfolio Management Operations at Ellis Investment Partners, LLC.
Philadelphia, Pennsylvania, United States21 -
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Robin Sun
Financial Planning and Portfolio Consultant at Ellis Investment Partners, LLC.
Westminster, CA, US25+ -
View
Anthony Civitello
Director of Portfolio Management Operations at Ellis Investment Partners, LLC.
Philadelphia, PA, US12
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