PAUL-ELLIS INVESTMENT ASSOCIATES
CRD #151162 SEC #801-70460 PHILADELPHIA, PA 855-275-7343
SEC Registered
Total AUM
$15M
Discretionary
$15M
Employees
1
Clients
0
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2011 | $15M | $15M | $0 | 1 | 1 |
| Jun 2011 | $30M | $30M | $0 | 5 | -- |
| Jun 2011 | $30M | $30M | $0 | 5 | -- |
| Apr 2011 | $30M | $30M | $0 | 5 | -- |
| Apr 2011 | $30M | $30M | $0 | 5 | -- |
| Mar 2011 | $30M | $30M | $0 | 5 | -- |
| Mar 2011 | $30M | $30M | $0 | 5 | -- |
| Jan 2011 | $30M | $30M | $0 | 5 | -- |
| Jan 2011 | $30M | $30M | $0 | 5 | -- |
| Aug 2010 | $30M | $30M | $0 | 5 | -- |
| Aug 2010 | $30M | $30M | $0 | 5 | -- |
| Jun 2010 | $30M | $30M | $0 | 5 | -- |
| May 2010 | $30M | $30M | $0 | 5 | -- |
| May 2010 | $30M | $30M | $0 | 5 | -- |
| May 2010 | $30M | $30M | $0 | 5 | -- |
DateNov 2011
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees1
Clients1
DateJun 2011
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--