ELM3 FINANCIAL GROUP, LLC
Tel: 678-297-9500 5755 North Point Pkwy Suite 92 Alpharetta, Georgia 30022-1145
About ELM3 FINANCIAL GROUP, LLC
ELM3 FINANCIAL GROUP, LLC is a Alpharetta, Georgia based financial advisory firm with nearly $159,125,234 in assets under management and provides investment advisory services for 631 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
140594
Firm SEC#:
801-126278
Assets Under Management:
$159,125,234
No. of Clients:
631
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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