Benton
Ellis
Cedrus LLC
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About this Advisor
Benton Ellis is a financial advisor operating in Littleton, Colorado with 2 years of relevant experience. Ellis is an advisor for Cedrus LLC. The advisor has gained experience at Cedrus LLC, Rd Systems, Schneider Electric, Colorado School Of Mines and United Renovations. Ellis has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Colorado. Cedrus LLC is an advisory company that has its headquarters in Littleton, CO. It administers $476 million in total assets across its 1,553 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides financial advice to 11 charities and foundations. Of its 1,553 customer accounts, 15% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types billed by Cedrus LLC likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cedrus LLC Brokerage Details
$476,341,031
16
1,553
$306,723
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
Benton Ellis Work History
Benton has been registered as a financial advisor for 2 years.*
Cedrus LLC
Rd Systems
Schneider Electric
United Renovations
Colorado School Of Mines
*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 Benton Ellis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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