Ellis Brothers

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

547 Keisler Dr Ste 102, Cary, North Caro...

Phone Number

(919) 852-0300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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Aug
ZI Rank
1
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1

About Ellis Brothers

Ellis Brothers, Inc. is an independent wealth management firm that provides investment management, retirement planning, estate planning, insurance, and tax services. They focus on building long-term relationships with individuals and families, helping clients define their financial goals and risk profiles. The firm emphasizes a holistic approach to financial planning, offering educational resources and personalized strategies to navigate the complexities of personal finance. Their commitment to integrity and experience aims to empower clients to achieve their financial success.Explore more
Ellis Brothers's Social MediaPopular SearchesEllis Brothers IncEllis BrothersEllis Brothers Management CoBrothers Office SuppliesBrothers Office Supplies Printing & EquipmentSIC Code 62,628NAICS Code 52,523Show more

Ellis Brothers Org Chart

PhoneEmail
KP
United States flag for contact location.

Manager, Business

PhoneEmail
AE
United States flag for contact location.

Manager, Business Office

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ellis Brothers

<$5M
11-50
Private
-
1993
KP
Kim PostonManager, Business
<$5M
1-10
Private
-
2021
AH
Alex HaggertyFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JD
Jeremy DalrympleFinancial Assistant
<$5M
1-10
Private
-
-
EL
Ellen LaddFinancial Advisor
<$5M
1-10
Private
-
1987
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ellis Brothers is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ellis Brothers is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ellis Brothers.

Ellis Brothers Tech Stack

A closer look at the technologies used by Ellis Brothers

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Frequently Asked Questions Regarding Ellis Brothers

What is Ellis Brothers's official website?
Ellis Brothers's official website is www.ellisbrothers.com
What is Ellis Brothers's Revenue?
Ellis Brothers's revenue is <$5 Million
What is Ellis Brothers's SIC code?
Ellis Brothers's SIC: 62,628
What is Ellis Brothers's NAICS code?
Ellis Brothers's NAICS: 52,523
How many employees does Ellis Brothers have?
Ellis Brothers has 11-50 employees
What industry does Ellis Brothers belong to?
Ellis Brothers is in the industry of: Finance, Securities Trading
What is Ellis Brothers competition?
Ellis Brothers top competitors include: Spencers Financial, Ellen Ladd, EA, WABC Wealth Management Services, Haggerty Financial
What technology does Ellis Brothers use?
Some of the popular technologies that Ellis Brothers uses are: Cloudflare Website Optimization, AppRiver, Datadog, Google Font API
How do I contact Ellis Brothers?
Ellis Brothers contact info: Phone number: (919) 852-0300 Website: www.ellisbrothers.com
What does Ellis Brothers do?

Ellis Brothers, Inc. is an independent wealth management firm that provides investment management, retirement planning, estate planning, insurance, and tax services. They focus on building long-term relationships with individuals and families, helping clients define their financial goals and risk profiles. The firm emphasizes a holistic approach to... financial planning, offering educational resources and personalized strategies to navigate the complexities of personal finance. Their commitment to integrity and experience aims to empower clients to achieve their financial success.Read More

What are Ellis Brothers social media links?
Ellis Brothers Linkedin page
Is Ellis Brothers a public company?
Ellis Brothers is private company therefore does not currently have an official ticker symbol
See more information about Ellis Brothers

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