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FIVE ELMS CAPITAL MANAGEMENT, LLC
FIVE ELMS CAPITAL MANAGEMENT, LLC
FIVE ELMS CAPITAL
KANSAS CITY, Missouri
·
6 registered advisors
·
CRD# 163548
SEC# 801-110914
0
(913) 953-8960
01
Firm Overview
AUM
$2.4B
Regulatory assets under management
Employees
55
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at FIVE ELMS CAPITAL MANAGEMENT, LLC
6 registered advisors
Aaron Matthew Handke
PRAIRIE VILLAGE, Kansas
CRD# 5190811
Frederick Nathan Coulson
PRAIRIE VILLAGE, Kansas
CRD# 3010435
Jennifer Ann Timmons Witt
KANSAS CITY, Missouri
CRD# 7875148
Joseph Dillon Onofrio
PRAIRIE VILLAGE, Kansas
CRD# 6715278
Kalie Renee Mccollaugh
PRAIRIE VILLAGE, Kansas
CRD# 6715302
Ryan Richard Mandle
PRAIRIE VILLAGE, Kansas
CRD# 6715282
05
Office Locations
PRAIRIE VILLAGE, Kansas
5 advisors
KANSAS CITY, Missouri
1 advisor
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Data sourced from SEC Form ADV filings. FIVE ELMS CAPITAL MANAGEMENT, LLC (CRD# 163548) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.