Blue Elm Advisors
Blue Elm Advisors (CRD# 318686) is a financial advisory firm headquartered in Holmes, NY. They manage $3,072,431 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$118,170
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Blue Elm Advisors
1
Eric McKean (CRD# 7497003) is an Investment Advisor Representative working at Blue Elm Advisors in Holmes, NY and has over 2 years of experience in the finance industry.
2
Richard McKean (CRD# 1070934) is an Investment Advisor Representative working at Blue Elm Advisors in Holmes, NY and has 1 year of experience in the finance industry.
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