ELM Advisors LLC
Legal Name: ELM ADVISORS, LLC
Full Contact Details
ELM Advisors LLC
1860 EL CAMINO REAL, SUITE 200, BURLINGAME, CA
650-697-3013
650-697-3003
Other Info
Based in California, ELM Advisors LLC is a Limited Liability Company that provides advisory services with a team of two qualified employees. The firm's SEC status is currently approved, and they have been registered with the U.S. Securities and Exchange Commission since June 2005. Although their number of clients is unknown, their expertise has allowed them to maintain their regulatory compliance and provide clients with quality financial advice.
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