Don
Avgerinos
Ellis Investment Partners, LLC
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About this Advisor
Don Avgerinos is a financial advisor who works in Berwyn, Pennsylvania with 11 years of relevant experience. Avgerinos currently works for Ellis Investment Partners, LLC. Their career trajectory has included roles at Spectrum Financial Group and Ellis Investment Partners, LLC. Avgerinos holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Ellis Investment Partners, LLC is a financial advisory business operating out of Berwyn, PA. The company has a total of 23 people on staff. It handles $694 million in assets across its 1,859 client accounts, placing it among the larger firms in the country by assets under management. The firm serves six charities and foundations. Of its 1,859 client accounts, 29% belong to high-net-worth investors who have more than $1 million in investable assets. Ellis Investment Partners, LLC offers a broad set 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. Financial advisory fees typically depend on which service is offered. Fee types charged by Ellis Investment Partners, LLC likely consist of 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
Don Avgerinos Work History
Don has been registered as a financial advisor for 11 years.*
Ellis Investment Partners, LLC
Spectrum Financial Group
*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 Don Avgerinos 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
Berwyn, PA
Berwyn, PA
Berwyn, PA
Westminster, CA
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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