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ELM3 FINANCIAL GROUP, LLC
Investment Advice|ALPHARETTA, GA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$159.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 159.0M |
| Non-Discretionary | 120K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 140594 |
| SEC Number | 801-126278 |
| Street Address | 5755 NORTH POINT PKWY |
| Street Address 2 | SUITE 92 |
| Location | ALPHARETTA, GA 30022-1145 |
| Country | United States |
| Phone | 678-297-9500 |
| Fax | 678-297-9514 |
| Total Employees | 5 |
Client Count by Type (274 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 216 |
| High Net Worth Individual… | 54 |
| Corporations/Businesses | 4 |
County data not available for this organization.