ELMTREE FUNDS, LLC

8027 Forsyth Blvd
Suite 1100
St. Louis, Missouri 63105
Tel: (314) 828-4200

About ELMTREE FUNDS, LLC

ELMTREE FUNDS, LLC, formally registered with the SEC as ELMTREE FUNDS, LLC. The firm was established in 05/31/2019. They have over 6 offices throughout the country.

ELMTREE FUNDS, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $7,155,619,787 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286094
SEC#	801-116728
Assets Managed by Firm	$7,155,619,787
No. of Clients	18
No. of Advisors	35

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	18	$7,155,619,787

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