ELLIS CAPITAL MANAGEMENT, INC.

ELLIS CAPITAL MANAGEMENT
MUSKEGON, Michigan·2 registered advisors·CRD# 150988
SEC# 801-70524231-728-2406
01

Firm Overview

AUM
$36M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ELLIS CAPITAL MANAGEMENT, INC.

2 registered advisors
David Kirk Ellis
MUSKEGON, Michigan
Kathleen A. Matteson
MUSKEGON, Michigan
05

Office Locations

MUSKEGON, Michigan
2 advisors

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Data sourced from SEC Form ADV filings. ELLIS CAPITAL MANAGEMENT, INC. (CRD# 150988) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.