AdvisorOS Directory
Claim Profile
DE

David Kirk Ellis

ELLIS CAPITAL MANAGEMENT, INC.·MUSKEGON, Michigan
Unclaimed Profile
221 W. WEBSTER AVE., MUSKEGON, MI 49440CRD# 5697252Firm CRD# 150988
01

About

David Kirk Ellis is a registered financial advisor based in MUSKEGON, Michigan, affiliated with ELLIS CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ELLIS CAPITAL MANAGEMENT, INC.
ELLIS CAPITAL MANAGEMENT
AUM
$36M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ELLIS CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5697252
Firm CRD# 150988
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MUSKEGON?

Browse all registered financial advisors in MUSKEGON, Michigan or claim this profile if it's yours.

Browse MUSKEGON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Kirk Ellis offer?
David Kirk Ellis specializes in Financial Planning, Investment Management. Contact their office in MUSKEGON, Michigan for a consultation.
What are David Kirk Ellis's credentials?
David Kirk Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Kirk Ellis located?
David Kirk Ellis is based in MUSKEGON, Michigan, working with ELLIS CAPITAL MANAGEMENT, INC.. Their office serves clients in the MUSKEGON metropolitan area and surrounding communities.
How does David Kirk Ellis charge for services?
David Kirk Ellis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELLIS CAPITAL MANAGEMENT, INC.?
ELLIS CAPITAL MANAGEMENT, INC. has approximately 1 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MUSKEGON
Michael Allen Poland — BRAEBURN WEALTH MANAGEMENT, LLCEric Marc Lans — FIRST FINANCIAL ADVISORS INCJames Arthur Mikesell — FIRST FINANCIAL ADVISORS INCAnthony G Tidswell — FIRST FINANCIAL ADVISORS INCKathleen A. Matteson — ELLIS CAPITAL MANAGEMENT, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile