Ellis Financial Solutions LLC

Overview

Ellis Financial Solutions LLC is a Colorado-registered limited liability company that combines accounting work with advisory services for individuals and small businesses. The firm identifies as a capital allocator and provides financial planning, portfolio management for individuals/small businesses, pension consulting services, and selection-of-other-advisers as part of its advisory offerings. Ownership is held by an individual and the firm charges clients via a percentage-of-AUM fee schedule and fixed fees. The adviser is positioned as a single-state, single-office operation; it does not identify as an active ESG investor. The firm’s organizational classification is listed as unclassified in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices