Unclaimed Profile

Frederick Nathan Coulson

FIVE ELMS CAPITAL MANAGEMENT, LLC·PRAIRIE VILLAGE, Kansas

Clean recordFIVE ELMS CAPITAL MANAGEMENT, LLC

3500 W 75TH ST, PRAIRIE VILLAGE, KS 66208CRD# 3010435Firm CRD# 163548

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frederick Nathan Coulson · PRAIRIE VILLAGE, KS

Registration

CRD #3010435 · FIVE ELMS CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Frederick Nathan Coulson is a registered financial advisor based in PRAIRIE VILLAGE, Kansas, affiliated with FIVE ELMS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FIVE ELMS CAPITAL MANAGEMENT, LLC

FIVE ELMS CAPITAL

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIVE ELMS CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3010435

Firm CRD# 163548

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Frederick Nathan Coulson offer?

Frederick Nathan Coulson specializes in Retirement Planning. Contact their office in PRAIRIE VILLAGE, Kansas for a consultation.

What are Frederick Nathan Coulson's credentials?

Frederick Nathan Coulson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frederick Nathan Coulson located?

Frederick Nathan Coulson is based in PRAIRIE VILLAGE, Kansas, working with FIVE ELMS CAPITAL MANAGEMENT, LLC. Their office serves clients in the PRAIRIE VILLAGE metropolitan area and surrounding communities.

How does Frederick Nathan Coulson charge for services?

Frederick Nathan Coulson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIVE ELMS CAPITAL MANAGEMENT, LLC?

FIVE ELMS CAPITAL MANAGEMENT, LLC has approximately 55 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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