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ELM3 FINANCIAL GROUP, LLC
5755 North Point Pkwy
Suite 92
Alpharetta, Georgia 30022-1145
Tel: 678-297-9500
About ELM3 FINANCIAL GROUP, LLC
ELM3 FINANCIAL GROUP, LLC, formally registered with the SEC as ELM3 FINANCIAL GROUP, LLC. The firm was established in 08/03/2022. They have over 3 offices throughout the country.
ELM3 FINANCIAL GROUP, LLC is a Alpharetta, Georgia based Financial Planning firm with nearly $159,125,234 assets under management, offering retirement planning & investment advisory services to 631 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140594 |
| SEC# | 801-126278 |
| Assets Managed by Firm | $159,125,234 |
| No. of Clients | 631 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 631 | $159,125,234 |
| Individuals (other than high net worth individuals) | 216 | $54,897,788 |
| High net worth individuals | 54 | $103,709,550 |
| Corporations or other businesses | 4 | $517,896 |
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