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David Hall Leavitt

ELMTREE FUNDS, LLC·ST. LOUIS, Missouri
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8027 FORSYTH BLVD, ST. LOUIS, MO 63105CRD# 7101046Firm CRD# 286094
01

About

David Hall Leavitt is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with ELMTREE FUNDS, 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
ELMTREE FUNDS, LLC
ELMTREE FUNDS, LLC
AUM
$7.2B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at ELMTREE FUNDS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7101046
Firm CRD# 286094
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Hall Leavitt offer?
David Hall Leavitt specializes in Retirement Planning. Contact their office in ST. LOUIS, Missouri for a consultation.
What are David Hall Leavitt's credentials?
David Hall Leavitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Hall Leavitt located?
David Hall Leavitt is based in ST. LOUIS, Missouri, working with ELMTREE FUNDS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does David Hall Leavitt charge for services?
David Hall Leavitt'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 ELMTREE FUNDS, LLC?
ELMTREE FUNDS, LLC has approximately 35 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ELMTREE FUNDS, LLC

David Richard Piasecki
ST. LOUIS, MO
James Gregory Koman
ST. LOUIS, MO
Joeseph Cheong-Fai Yiu
ST. LOUIS, MO
Kerry Marie Gawyrch
ST. LOUIS, MO

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Nearby cities in Missouri
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Research
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