ELEPHANT

8 Newbury Street
6th Floor
Boston, Massachusetts 02116
Tel: 617-455-1297

About ELEPHANT

ELEPHANT, formally registered with the SEC as ELEPHANT. The firm was established in 05/11/2022. They have over 2 offices throughout the country.

ELEPHANT is a Boston, Massachusetts based Financial Planning firm with nearly $2,936,759,233 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282189
SEC#	801-124764
Assets Managed by Firm	$2,936,759,233
No. of Clients	13
No. of Advisors	22

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$2,936,759,233

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