The ELLIS WEALTH ADVISORS AL is a privately held investment adviser that advises $0 in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ELLIS WEALTH ADVISORS AL is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 0.1 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1157 NANCE RD, MADISON, ALABAMA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $0 in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 0 types of clients.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
ELLIS WEALTH ADVISORS AL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.