ELMWOOD WEALTH MANAGEMENT
Tel: 510-858-2722 2027 Fourth Street Suite 203 Berkeley, California 94710-1912
About ELMWOOD WEALTH MANAGEMENT
ELMWOOD WEALTH MANAGEMENT is a Berkeley, California based financial advisory firm with nearly $277,245,805 in assets under management and provides investment advisory services for 638 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
165639
Firm SEC#:
801-110782
Assets Under Management:
$277,245,805
No. of Clients:
638
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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