ELCO MANAGEMENT COMPANY, LLC

369 Lexington Avenue
3rd Floor
New York, New York 10017
Tel: 212-603-7582

About ELCO MANAGEMENT COMPANY, LLC

ELCO MANAGEMENT COMPANY, LLC, formally registered with the SEC as ELCO MANAGEMENT COMPANY, LLC. The firm was established in 12/08/2005. They have over 1 offices throughout the country.

ELCO MANAGEMENT COMPANY, LLC is a New York, New York based Financial Planning firm with nearly $213,921,051 assets under management, offering retirement planning & investment advisory services to 364 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137036
SEC#	801-64940
Assets Managed by Firm	$213,921,051
No. of Clients	364
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	364	$213,921,051
Individuals (other than high net worth individuals)	82	$18,019,850
High net worth individuals	66	$167,709,987
Charitable organizations	Fewer than 5 clients	$6,352,930

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