ELM ADVISORS, LLC

ELM ADVISORS, LLC of BURLINGAME, CA is an SEC-registered investment adviser (CRD 135682). Regulatory assets under management: $380.9M.

Registration

• CRD: 135682
• SEC file number: 801-64366
• Type: Registered investment adviser
• Location: 111 ANZA BOULEVARD, SUITE 120, BURLINGAME, CA, 94010
• Phone: 650-697-3013
• Latest filing: 2022-01-20
• Regulatory AUM: $380.9M
• Discretionary AUM: $291.2M
• Non-discretionary AUM: $89.7M
• Clients: 2
• Accounts: 377

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135682 on SEC IAPD (source of record)
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