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Paul Ellis Investment Associates (Philadelphia)


Paul Ellis Investment Associates is an adviser based in Philadelphia. It manages $15 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Pennsylvania.

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Paul Ellis Investment Associates provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Paul Ellis Investment Associates: assets under management

The assets under management (AUM) of Paul Ellis Investment Associates is $15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Paul Ellis Investment Associates for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Philadelphia

The principal office where Paul Ellis Investment Associates performs its advisory services is located at 1818 Market St., Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 855-275-7343 or by fax 855-275-7343. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.paulellisllc.com.


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