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Building 2ELM3 FINANCIAL GROUP, LLC

Map pinALPHARETTA, GA
Phone678-297-9500
NotebookSEC #801-126278
Total AUM
$189M
Employees
5
Clients
287

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5755 NORTH POINT PKWY
SUITE 92
ALPHARETTA
GA 30022-1145
United States
Operating Hours
9 AM - 5:00 PM
Monday - Friday
Phone
678-297-9500
Other Offices
2

ReceiptFinancials

Total AUM
$189M
Accounts
680
Discretionary
$183M
Accounts
667
Non-Discretionary
$6M
Accounts
13

ContactClients

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Individual Clients
216
AUM
$52.7M
HNW Individual Clients
66
AUM
$134.8M
Corporation or Business Clients
5
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAILMDNCTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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