Ellis Investment Partners Advertising Profile

Ellis Investment Partners Company Overview:

Ellis Investment Partners LLC offers the kind of shrewd, flexible and forward-thinking advice needed during challenging times. When David Sun and his colleagues launched their new wealth management firm in 2012, they named it after Ellis Island. Like the famous gateway for millions of U.S. immigrants, the firm guides people seeking opportunities in a new world. That new world, as revealed by the 2008 financial crisis, often violates the traditional rules of investing. Investors need to be quick, careful and proactive to achieve their financial dreams in today's changing times. With its commitment to strong client relationships and in-depth analysis, Ellis Investment Partners LLC (EIP LLC) helps investors make sense of this new reality. "Not only are we able to think outside the box, we're able to actually execute," Sun says. One of Sun's colleagues and close friends, Dan Kelley often states, "The size of our firm enables us to be very flexible. We're like a fast-attacking PT boat, not a lumbering aircraft carrier."

Primary Address

920 Cassatt Road
Berwyn, PA 19312

Ellis Investment Partners Advertising Agencies

Explore a detailed list of current and past ad agencies that work with Ellis Investment Partners. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Ellis Investment Partners's advertising agencies at your fingertips you will quickly be able to answer questions like these:

How many brands does Ellis Investment Partners have?
Ellis Investment Partners has 1 unique brands.

How much does Ellis Investment Partners spend on media?
It is unknown how much Ellis Investment Partners spends on media.

Ellis Investment Partners
Berwyn, PA
AORDigital CreativeBranding & IdentityCreative

Ellis Investment Partners Marketing Team

Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Ellis Investment Partners marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:

Who is the CMO at Ellis Investment Partners?
The chief marketing officer at Ellis Investment Partners is N/A.

How big is the Ellis Investment Partners Marketing Team?
There are 2 staff members currently involved in marketing for Ellis Investment Partners.

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Ellis Investment Partners Ad Spend 2025

This section digs into the specifics of the advertising spend at Ellis Investment Partners and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.

Ellis Investment Partners Advertising Spend

Winmo provides comprehensive data detailing annual advertising spend for Ellis Investment Partners, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.

Ellis Investment Partners Media Mix

Explore a detailed breakdown of the last 12 months media spending for Ellis Investment Partners across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.

Ellis Investment Partners Social Media Marketing Ad Spend

See whether Ellis Investment Partners is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.

Win More with Winmo

If you are looking to tap into Ellis Investment Partners marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on Ellis Investment Partners decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.