Evan Avgerinos
Investment adviser representative at Ellis Investment Partners, LLC
29 yearsExperience
1 stateRegistered in
$986.8MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Ellis Investment Partners, LLCMar 2012 to now
- Valley Forge Consulting Group, Inc.Jan 1997 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ellis Investment Partners, LLC
$986.8MAssets managed
820Clients
18Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2496249
- Firm CRD
- 157669