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Building 2ELM CAPITAL MANAGEMENT LLC

Map pinPITTSBURGH, PA
Phone412-456-4700
NotebookSEC #801-135670
Total AUM
$133.4M
Employees
6
Clients
564

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
309 SMITHFIELD STREET
6TH FLOOR
PITTSBURGH
PA 15222
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
412-456-4700
Other Offices
1

ReceiptFinancials

Total AUM
$133.4M
Accounts
564
Discretionary
$0
Accounts
0
Non-Discretionary
$133.4M
Accounts
564

ContactClients

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Individual Clients
536
AUM
$62.2M
HNW Individual Clients
28
AUM
$71.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PENSION CONSULTING FEE AS A PERCENTAGE OF ACCOUNT VALUE

Shield checkCompliance

Disclosures

None reported

State Registrations
OHPAWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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