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ELM3 FINANCIAL GROUP, LLC

Tel: 678-297-9500
5755 North Point Pkwy
Suite 92
Alpharetta, Georgia  30022-1145

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ELM3 FINANCIAL GROUP, LLC

ELM3 FINANCIAL GROUP, LLC is a Alpharetta, Georgia based financial advisory firm with nearly $159,125,234 in assets under management and provides investment advisory services for 631 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

140594

SEC#:

801-126278

No. of Clients:

631

Assets under Management

$159,125,234

No. of Advisors:

5

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