← Back to searchVisit website
VESTED PARTNERS: A MULTI-FAMILY OFFICE
ELLIS FINANCIAL GROUP LLC
CRD 281862
300 E. 2ND STREET, SALEM, VA, 24153, United States
Phone
540-389-6060
Fax
540-389-7060
Registration
— (—)
Source
State registered
Total AUM
$95.0M
Discretionary AUM
$95.0M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $25.4M |
| High net worth individuals | 20 | $69.6M |
All web addresses on file
Official SEC filing: View on IAPD