ELM Advisors LLC
Legal Name: ELM ADVISORS, LLC
Full Contact Details
Other Info
ELM Advisors LLC is legally known as ELM ADVISORS, LLC. It is a CA Limited Liability Company. This firm has 2 employees, of which 2 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 3, 2005.
ELM Advisors
ELM AdvisorsAbout us About you How we help Retirement planning Financial planning Portfolio management Socially responsible investing Our approach Updates Secure login Maybe your goal is to retire comfortably. Or to provide for children or grandchildren. Or maybe even to create a legacy for future g…
Direct Owners
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ELANA MIRA LIEBERMAN
PRINCIPAL, CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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LORNE ABRAMSON
PRINCIPAL, CHIEF OPERATIONS OFFICER owns more than 50% but less than 75%
Firms Located Nearby
Top Holdings
- VANGUARD INTL EQUITY INDEX F $15,238k
- VANGUARD INDEX FDS TOTAL STK MKT $14,972k
- SPDR S&P 500 ETF TR TR UNIT $9,143k
- ISHARES TR CORE S&P500 ETF $8,828k
- VANGUARD INDEX FDS S&P 500 ETF SHS $6,892k
- SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $6,800k
- VANGUARD INDEX FDS SMALL CP ET $6,540k
- BERKSHIRE HATHAWAY $6,049k
- VANGUARD INDEX FDS $4,649k
- ISHARES TR CORE S&P SCP ETF $4,565k