Investment adviser · CRD 151162

PAUL-ELLIS INVESTMENT ASSOCIATES

Investment adviser filing (IA)

PHILADELPHIA, PA, United States · Form ADV filed Nov 9, 2011

Regulatory AUM
$15M
Form ADV · Item 5.F
Client accounts
7
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 9, 2011. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

1818 MARKET ST., 18TH FLR; SUITE 1816
PHILADELPHIA, PA, 19103, United States

CRD 151162

Filing source

Form ADV 589546 · Nov 9, 2011 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.