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ELMWOOD WEALTH MANAGEMENT

Tel: 510-858-2722
2027 Fourth Street
Suite 203
Berkeley, California  94710-1912

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ELMWOOD WEALTH MANAGEMENT

ELMWOOD WEALTH MANAGEMENT is a Berkeley, California based financial advisory firm with nearly $277,245,805 in assets under management and provides investment advisory services for 638 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

165639

SEC#:

801-110782

No. of Clients:

638

Assets under Management

$277,245,805

No. of Advisors:

4

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