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

More Retirement Planning firms in Alpharetta, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

Explore More Retirement Advisors in Alpharetta, Georgia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.