Overview
Assets Under Management: $214 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 108
Average Client Assets: $2 million
Frequently Asked Questions
ELCO MANAGEMENT COMPANY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137036), ELCO MANAGEMENT COMPANY, LLC is subject to fiduciary duty under federal law.
ELCO MANAGEMENT COMPANY, LLC is headquartered in NEW YORK, NY.
ELCO MANAGEMENT COMPANY, LLC serves 108 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, ELCO MANAGEMENT COMPANY, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
ELCO MANAGEMENT COMPANY, LLC manages $214 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, ELCO MANAGEMENT COMPANY, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 364
Discretionary Accounts: 364
Regulatory Filings
CRD Number: 137036
Last Filing Date: 2024-03-26 00:00:00
Website: https://elcomanagement.com