ELLIS FINANCIAL SOLUTIONS LLC

ELLIS FINANCIAL SOLUTIONS LLC of LONGMONT, CO is an SEC-registered investment adviser (CRD 337847).

Registration

• CRD: 337847
• Type: Registered investment adviser
• Location: 729 MAIN ST, LONGMONT, CO, 80501
• Phone: 720-494-2552
• Latest filing: 2026-03-30
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337847 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search