Robin
Sun
Ellis Investment Partners, LLC
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About this Advisor
Robin Sun is a financial advisor operating out of Westminster, California, with a total of 11 years of relevant experience. Sun is currently employed by Ellis Investment Partners, LLC. They have spent the entirety of their employment at Ellis Investment Partners, Llc. Sun has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in California. Ellis Investment Partners, LLC is a financial advisory business headquartered in Berwyn, PA. It has a total of 23 people on staff. It has $694 million in total assets between its 1,859 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm provides services to six charitable organizations. Of its 1,859 client accounts, 29% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice vary depending on the type of services. Fee types billed by Ellis Investment Partners, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ellis Investment Partners, LLC Brokerage Details
$694,117,439
23
1,859
$373,382
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Robin Sun Work History
Robin has been registered as a financial advisor for 11 years.*
Ellis Investment Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robin Sun to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ellis Investment Partners, LLC
Berwyn, PA
Berwyn, PA
Westminster, CA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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