AdvisorOS Directory
Claim Profile
Unclaimed Profile
EL

Elana Mira Lieberman

ELM ADVISORS, LLC·BURLINGAME, California
Clean recordELM ADVISORS, LLC
111 ANZA BOULEVARD, BURLINGAME, CA 94010CRD# 1189662Firm CRD# 135682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elana Mira Lieberman · BURLINGAME, CA
Registration
CRD #1189662 · ELM ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elana Mira Lieberman is a registered financial advisor based in BURLINGAME, California, affiliated with ELM ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Elana

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Elana is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ELM ADVISORS, LLC
ELM ADVISORS, LLC
AUM
$381M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ELM ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1189662
Firm CRD# 135682
View on FINRA BrokerCheck →

Looking for a financial advisor in BURLINGAME?

Browse all registered financial advisors in BURLINGAME, California or claim this profile if it's yours.

Browse BURLINGAME AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Elana Mira Lieberman offer?
Elana Mira Lieberman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BURLINGAME, California for a consultation.
What are Elana Mira Lieberman's credentials?
Elana Mira Lieberman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elana Mira Lieberman located?
Elana Mira Lieberman is based in BURLINGAME, California, working with ELM ADVISORS, LLC. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.
How does Elana Mira Lieberman charge for services?
Elana Mira Lieberman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELM ADVISORS, LLC?
ELM ADVISORS, LLC has approximately 2 employees and manages $381M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ELM ADVISORS, LLC

Lorne Abramson
BURLINGAME, CA

More Advisors in BURLINGAME, California

Jad Fakhry
POPLAR POINT CAPITAL MANAGEMENT LLC·BURLINGAME, CA
Michael David Nelson
GUIDELINE, INC.·BURLINGAME, CA
Gary Yeung
YK BIOVENTURES CAPITAL PARTNERS LLC·BURLINGAME, CA
Nikhil Trikha
AMPERSAND CAPITAL GROUP, L.P.·BURLINGAME, CA
Virginia Yee
AMPERSAND CAPITAL GROUP, L.P.·BURLINGAME, CA
Mark Randolph Arroyo Perez
VIRGO INVESTMENT GROUP LLC·BURLINGAME, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3695)LOS ANGELES (1993)MENLO PARK (764)SAN DIEGO (718)PALO ALTO (693)NEWPORT BEACH (618)SANTA MONICA (459)IRVINE (447)SAN MATEO (327)LA JOLLA (252)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile