4801 Main St.
Ste. 700
Kansas City, Missouri 64112
Tel: (913) 953-8960
FIVE ELMS CAPITAL, formally registered with the SEC as FIVE ELMS CAPITAL. The firm was established in 07/31/2017. They have over 1 offices throughout the country.
FIVE ELMS CAPITAL is a Kansas City, Missouri based Financial Planning firm with nearly $1,617,156,869 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 41 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 163548 |
SEC# | 801-110914 |
Assets Managed by Firm | $1,617,156,869 |
No. of Clients | 16 |
No. of Advisors | 41 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 16 | $1,617,156,869 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$593,126,816,828 | 4558331 | 28607 | |
WELLS FARGO CLEARING SERVICES, LLC One North Jefferson Avenue, Mail Code: H0004-063 St. Louis, MO, 63103-2205 | $524,940,620,141 | 1428999 | 20587 |
$277,313,111,722 | 216 | 383 | |
$215,298,863,331 | 464 | 213 | |
$149,003,820,688 | 12 | 173 |
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