Elm Tree Capital Management LLC

Elm Tree Capital Management LLC (CRD# 158018) is a financial advisory firm headquartered in , . They manage $3,212,869 in 4 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $803,217
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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.

CT, FL

Financial Advisors at Elm Tree Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward Evanouskas, financial advisor Port Charlotte FL
Edward R. Evanouskas
CRD#: 2339035
Port Charlotte, FL

Edward Evanouskas (CRD# 2339035) is an Investment Advisor Representative working at Elm Tree Capital Management LLC in Port Charlotte, FL and has over 12 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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