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Kalie Renee Mccollaugh

FIVE ELMS CAPITAL MANAGEMENT, LLC·PRAIRIE VILLAGE, Kansas
Unclaimed Profile
3500 W 75TH ST, PRAIRIE VILLAGE, KS 66208CRD# 6715302Firm CRD# 163548
01

About

Kalie Renee Mccollaugh 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FIVE ELMS CAPITAL MANAGEMENT, LLC
FIVE ELMS CAPITAL
AUM
$2.4B
Regulatory assets under management
Employees
55
Total firm employees
View all advisors at FIVE ELMS CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6715302
Firm CRD# 163548
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kalie Renee Mccollaugh offer?
Kalie Renee Mccollaugh specializes in Retirement Planning. Contact their office in PRAIRIE VILLAGE, Kansas for a consultation.
What are Kalie Renee Mccollaugh's credentials?
Kalie Renee Mccollaugh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kalie Renee Mccollaugh located?
Kalie Renee Mccollaugh 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 Kalie Renee Mccollaugh charge for services?
Kalie Renee Mccollaugh'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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Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
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