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Emily Elizabeth Logan

CONSOLIDATED CAPITAL MANAGEMENT, LLC·BURBANK, California
Clean recordCONSOLIDATED CAPITAL MANAGEMENT, LLC
2520 WEST OLIVE AVENUE, BURBANK, CA 91505CRD# 5197746Firm CRD# 130734

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Emily Elizabeth Logan · BURBANK, CA
Registration
CRD #5197746 · CONSOLIDATED CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Emily Elizabeth Logan is a registered financial advisor based in BURBANK, California, affiliated with CONSOLIDATED CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CONSOLIDATED CAPITAL MANAGEMENT, LLC
CALIFORNIA CAPITAL MANAGEMENT
AUM
$300M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5197746
Firm CRD# 130734
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Emily Elizabeth Logan offer?
Emily Elizabeth Logan specializes in Financial Planning, Investment Management. Contact their office in BURBANK, California for a consultation.
What are Emily Elizabeth Logan's credentials?
Emily Elizabeth Logan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emily Elizabeth Logan located?
Emily Elizabeth Logan is based in BURBANK, California, working with CONSOLIDATED CAPITAL MANAGEMENT, LLC. Their office serves clients in the BURBANK metropolitan area and surrounding communities.
How does Emily Elizabeth Logan charge for services?
Emily Elizabeth Logan'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 CONSOLIDATED CAPITAL MANAGEMENT, LLC?
CONSOLIDATED CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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