Claim Profile
JE

John Stanley Ehlinger

GREAT ELM CAPITAL MANAGEMENT, INC.·WALTHAM, Massachusetts
Unclaimed Profile
800 SOUTH STREET, WALTHAM, MA 02453CRD# 2292507Firm CRD# 284304
01

About

John Stanley Ehlinger is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with GREAT ELM CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
GREAT ELM CAPITAL MANAGEMENT, LLC
GREAT ELM CAPITAL MANAGEMENT, LLC
AUM
$288M
Regulatory assets under management
Employees
17
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: REIMBURSEMENT OF ADMINISTRATION COSTS AND OVERHEAD
Regulatory
SEC/IARD CRD# 2292507
Firm CRD# 284304
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WALTHAM?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does John Stanley Ehlinger offer?
John Stanley Ehlinger specializes in Investment Management, Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.
What are John Stanley Ehlinger's credentials?
John Stanley Ehlinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Stanley Ehlinger located?
John Stanley Ehlinger is based in WALTHAM, Massachusetts, working with GREAT ELM CAPITAL MANAGEMENT, INC.. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does John Stanley Ehlinger charge for services?
John Stanley Ehlinger's firm is compensated through percentage of aum, performance-based fees, other: reimbursement of administration costs and overhead. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT ELM CAPITAL MANAGEMENT, INC.?
GREAT ELM CAPITAL MANAGEMENT, INC. has approximately 17 employees and manages $288M 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 →
Browse by specialty