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Building 2ELM ADVISORS, LLC

Map pinBURLINGAME, CA
Phone650-697-3013
NotebookSEC #801-64366
Total AUM
$380.9M
Employees
2
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 ANZA BOULEVARD
SUITE 120
BURLINGAME
CA 94010
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
650-697-3013

ReceiptFinancials

Total AUM
$380.9M
Accounts
377
Discretionary
$291.2M
Accounts
283
Non-Discretionary
$89.7M
Accounts
94

ContactClients

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Individual Clients
35
AUM
$13.3M
HNW Individual Clients
96
AUM
$365M
Charitable Organization Clients
2
AUM
$2.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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