Ellis Financial Planning, TN — Investment Adviser | BuildTrust

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ELLIS FINANCIAL PLANNING

Investment AdviceCLARKSVILLE, TN

Assets Under Management

$140.5M

Total AUM

Donut chart: Discretionary 120.3M, Non-Discretionary 20.2M
Category	Value
Discretionary	120.3M
Non-Discretionary	20.2M

Adviser Information

Field	Value
CRD Number	333092
SEC Number	801-131209
Street Address	2681 TOWNSEND CT.
Location	CLARKSVILLE, TN 37043
Country	United States
Phone	931-905-0050
Fax	931-647-8654
Total Employees	7

Client Count by Type (774 Total)

Horizontal bar chart: Individuals (other than H… 759, High Net Worth Individual… 14, Corporations/Businesses 1
Category	Value
Individuals (other than H…	759
High Net Worth Individual…	14
Corporations/Businesses	1