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Elana Mira Lieberman

ELM ADVISORS, LLC·BURLINGAME, California
Unclaimed Profile
111 ANZA BOULEVARD, BURLINGAME, CA 94010CRD# 1189662Firm CRD# 135682
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in BURLINGAME
Lorne Abramson — ELM ADVISORS, LLCDavid Lee — REFACTOR CAPITAL, LLCFrederic Benque — US INVEST, LLCDan Phelps — OPUS CAPITAL GROUP LLCJacob Benjamin Poliskin — SHOREWIND CAPITAL LLC
Nearby cities in California
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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