Overview
Assets Under Management: $311 million
Headquarters: BURLINGAME, CA
High-Net-Worth Clients: 95
Average Client Assets: $3.2 million
Frequently Asked Questions
ELM ADVISORS, 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 #135682), ELM ADVISORS, LLC is subject to fiduciary duty under federal law.
ELM ADVISORS, LLC is headquartered in BURLINGAME, CA.
ELM ADVISORS, LLC serves 95 high-net-worth clients according to their SEC filing dated February 01, 2018. View client details ↓
According to their SEC Form ADV, ELM ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ELM ADVISORS, LLC manages $311 million in client assets according to their SEC filing dated February 01, 2018.
According to their SEC Form ADV, ELM ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.32%
Average Client Assets: $3.2 million
Total Client Accounts: 397
Discretionary Accounts: 293
Non-Discretionary Accounts: 104
Regulatory Filings
CRD Number: 135682
Filing ID: 1167657
Last Filing Date: 2018-02-01 17:08:00