ELM ADVISORS, LLC

BURLINGAME, California·2 registered advisors·CRD# 135682
SEC# 801-643660650-697-3013
01

Firm Overview

AUM
$381M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at ELM ADVISORS, LLC

2 registered advisors
Elana Mira Lieberman
BURLINGAME, California
Lorne Abramson
BURLINGAME, California
05

Office Locations

BURLINGAME, California
2 advisors

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Data sourced from SEC Form ADV filings. ELM ADVISORS, LLC (CRD# 135682) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.