Elm Partners Management LLC

Elm Partners Management LLC (CRD# 167225) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,503,909,966 in 485 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
50 S 16th St., Suite 1700, Philadelphia, PA 19102
https://twitter.com/elmpartners?lang=en
By the Numbers
  • Total Assets Under Management
    1,504
    MILLION
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $3,100,845
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 pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, MA, NE, NH, NJ, NY, PA, TX, VA, WA, WY

Financial Advisors at Elm Partners Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
James White, financial advisor Philadelphia PA
James W. White
CRD#: 4875996
1430 Walnut St,, Suite 200, Philadelphia, PA 19102

James White (CRD# 4875996) is an Investment Advisor Representative working at Elm Partners Management LLC in Philadelphia, PA and has over 6 years of experience in the finance industry.

2
Michael Fothergill, financial advisor Philadelphia PA
Michael E. Fothergill
CRD#: 6829411
50 S 16th St., Suite 1700, Philadelphia, PA 19102

Michael Fothergill (CRD# 6829411) is an Investment Advisor Representative working at Elm Partners Management LLC in Philadelphia, PA and has over 4 years of experience in the finance industry.

3
Victor Haghani, financial advisor Philadelphia PA
Victor J. Haghani
CRD#: 1356309
50 S 16th St., Suite 1700, Philadelphia, PA 19102

Victor Haghani (CRD# 1356309) is an Investment Advisor Representative working at Elm Partners Management LLC in Philadelphia, PA and has over 38 years 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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