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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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