Elm Advisors, LLC

Elm Advisors, LLC (CRD# 135682) is a financial advisory firm headquartered in Burlingame, CA. They manage $254,975,418 in 393 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $648,792
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, NY, TX

Financial Advisors at Elm Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lorne Abramson
CRD#: 2620072
1860 El Camino Real, Suite 200, Burlingame, CA 94010
96
Wealthminder
score

Lorne Abramson (CRD# 2620072) is an Investment Advisor Representative working at Elm Advisors, LLC in Burlingame, CA and has over 21 years of experience in the finance industry. Lorne Abramson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Elana M. Lieberman
CRD#: 1189662
Burlingame, CA
93
Wealthminder
score

Elana Lieberman (CRD# 1189662) is an Investment Advisor Representative working at Elm Advisors, LLC in Burlingame, CA and has over 25 years of experience in the finance industry.

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