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
63 South White Rock Rd, Holmes, NY 12531
https://www.blueelmadvisors.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Blue Elm Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Eric McKean, financial advisor Holmes NY
Eric R. McKean
CRD#: 7497003
63 South White Rock Rd, Holmes, NY 12531

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, financial advisor Holmes NY
Richard D. McKean
CRD#: 1070934
63 South White Rock Rd, Holmes, NY 12531

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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