ELMTREE FUNDS, LLC

ST. LOUIS, Missouri·5 registered advisors·CRD# 286094
SEC# 801-1167285(314) 828-4200
01

Firm Overview

AUM
$7.2B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at ELMTREE FUNDS, LLC

5 registered advisors
David Hall Leavitt
ST. LOUIS, Missouri
David Richard Piasecki
ST. LOUIS, Missouri
James Gregory Koman
ST. LOUIS, Missouri
Joeseph Cheong-Fai Yiu
ST. LOUIS, Missouri
Kerry Marie Gawyrch
ST. LOUIS, Missouri
05

Office Locations

ST. LOUIS, Missouri
5 advisors

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Data sourced from SEC Form ADV filings. ELMTREE FUNDS, LLC (CRD# 286094) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.