Frank Elmer Investment Strategies LLC

Frank Elmer Investment Strategies LLC (CRD# 154841) is a financial advisory firm headquartered in Los Altos, CA. They manage $19,034,000 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $275,855
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Frank Elmer Investment Strategies LLC
Showing 1 - 1 of 1 top financial advisors.
1
Frank H. Elmer
CRD#: 2213044
309 Second Street, Suite 3, Los Altos, CA 94022
93
Wealthminder
score

Frank Elmer (CRD# 2213044) is an Investment Advisor Representative working at Frank Elmer Investment Strategies LLC in Los Altos, CA and has over 19 years of experience in the finance industry.

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