West Ellis Investment Management Inc is a large advisory firm based in Decatur. It manages $31.53 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Alabama.
West Ellis Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of West Ellis Investment Management Inc is $31.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay West Ellis Investment Management Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Ellis Baggs has been acting as President since 1 Jan 1992. Raymon Jewel Baker joined the executive team most recently as the N/A.
The principal office where West Ellis Investment Management Inc performs its advisory services is located at 226 East Moulton Street, Decatur, AL 35601 The mailing address of the firm is P.O. Box 2253, Decatur, AL 35609 2253. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 256-353-2126 or by fax 256-353-9088. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at westellis.com.