Elco Management Company, LLC

Elco Management Company, LLC (CRD# 137036) is a financial advisory firm headquartered in New York, NY. They manage $213,921,051 in 364 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
369 Lexington Avenue, 3rd Floor, New York, NY 10017
http://www.elcomanagement.com
By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $587,695
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY, PA, TX

Financial Advisors at Elco Management Company, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Ronald Geffen, financial advisor New York NY
Ronald M. Geffen
CRD#: 1055071
369 Lexington Avenue, 3rd Floor, New York, NY 10017

Ronald Geffen (CRD# 1055071) is an Investment Advisor Representative working at Elco Management Company, LLC in New York, NY and has over 8 years of experience in the finance industry.

2
Paul Doran, financial advisor New York NY
Paul L. Doran
CRD#: 4959183
369 Lexington Avenue, 3rd Floor, New York, NY 10017

Paul Doran (CRD# 4959183) is an Investment Advisor Representative working at Elco Management Company, LLC in New York, NY and has over 16 years of experience in the finance industry.

3
James Elliot, financial advisor New York NY
James H. Elliot
CRD#: 2284949
369 Lexington Avenue, 3rd Floor, New York, NY 10017

James Elliot (CRD# 2284949) is an Investment Advisor Representative working at Elco Management Company, LLC in New York, NY and has over 31 years of experience in the finance industry.

4
Paul Elliot, financial advisor New York NY
Paul Elliot
CRD#: 200116
369 Lexington Avenue, 3rd Floor, New York, NY 10017

Paul Elliot (CRD# 200116) is an Investment Advisor Representative working at Elco Management Company, LLC in New York, NY and has over 40 years of experience in the finance industry.

5
Maurice Frank, financial advisor New York NY
Maurice Frank
CRD#: 7475145
369 Lexington Avenue, 3rd Floor, New York, NY 10017

Maurice Frank (CRD# 7475145) is an Investment Advisor Representative working at Elco Management Company, LLC in New York, NY and has 1 year of experience in the finance industry.

6
Mayra Santos, financial advisor New York NY
Mayra Santos
CRD#: 4348614
369 Lexington Avenue, 3rd Floor, New York, NY 10017

Mayra Santos (CRD# 4348614) is an Investment Advisor Representative working at Elco Management Company, LLC in New York, NY and has over 22 years of experience in the finance industry.

7
Daniel Tulis, financial advisor New York NY
Daniel L. Tulis
CRD#: 450265
369 Lexington Avenue, 3rd Floor, New York, NY 10017

Daniel Tulis (CRD# 450265) is an Investment Advisor Representative working at Elco Management Company, LLC in New York, 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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