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Leslie Refice Tritschler

ELLIS INVESTMENT PARTNERS, LLC·BERWYN, Pennsylvania
Unclaimed Profile
920 CASSATT ROAD, BERWYN, PA 19312CRD# 2127129Firm CRD# 157669
01

About

Leslie Refice Tritschler is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with ELLIS INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
ELLIS INVESTMENT PARTNERS, LLC
ELLIS INVESTMENT PARTNERS, LLC
AUM
$801M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at ELLIS INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2127129
Firm CRD# 157669
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Leslie Refice Tritschler offer?
Leslie Refice Tritschler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Leslie Refice Tritschler's credentials?
Leslie Refice Tritschler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie Refice Tritschler located?
Leslie Refice Tritschler is based in BERWYN, Pennsylvania, working with ELLIS INVESTMENT PARTNERS, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Leslie Refice Tritschler charge for services?
Leslie Refice Tritschler'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 INVESTMENT PARTNERS, LLC?
ELLIS INVESTMENT PARTNERS, LLC has approximately 23 employees and manages $801M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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