Frank Elmer Investment Strategies LLC

Frank Elmer Investment Strategies LLC (CRD# 154841) is a financial advisory firm headquartered in Los Altos, CA. They manage $26,283,831 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
309 Second Street, Suite 3, Los Altos, CA 94022
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $292,043
Compensation Options
  • A percentage of assets under your management
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.

CA

Financial Advisors at Frank Elmer Investment Strategies LLC
Showing 1 - 1 of 1 top financial advisors.
1
Frank Elmer, financial advisor Los Altos CA
Frank H. Elmer
CRD#: 2213044
309 Second Street, Suite 3, Los Altos, CA 94022

Frank Elmer (CRD# 2213044) is an Investment Advisor Representative working at Frank Elmer Investment Strategies LLC in Los Altos, CA and has over 27 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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