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Robert Christopher Gillooly

ELMWOOD WEALTH MANAGEMENT, INC.·BERKELEY, California
Clean record13 years registeredELMWOOD WEALTH MANAGEMENT, INC.
2027 FOURTH STREET, BERKELEY, CA 94710-1912CRD# 2073302Firm CRD# 165639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Christopher Gillooly · BERKELEY, CA
Registration
CRD #2073302 · ELMWOOD WEALTH MANAGEMENT, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

ELMWOOD WEALTH MANAGEMENT
Nov 2012 – present
02

Registrations & Exams

Registration record
First registered · November 7, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELMWOOD WEALTH MANAGEMENT, INC.
CRD 165639 · SEC 801-110782
AUM
$277M
Regulatory assets under management
Employees
4
638 client accounts
Services offered by ELMWOOD WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ELMWOOD WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Robert Christopher Gillooly offer?
Robert Christopher Gillooly specializes in Financial Planning, Investment Management. Contact their office in BERKELEY, California for a consultation.
What are Robert Christopher Gillooly's credentials?
Robert Christopher Gillooly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Christopher Gillooly located?
Robert Christopher Gillooly is based in BERKELEY, California, working with ELMWOOD WEALTH MANAGEMENT, INC.. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.
How does Robert Christopher Gillooly charge for services?
Robert Christopher Gillooly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELMWOOD WEALTH MANAGEMENT, INC.?
ELMWOOD WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Shannon Stacy Lemon
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