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$90.0K Total AUM
$90.0K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-18-2025
- Office Locations
- 1
Office Locations
-- Burlington VT
About Elephant Corner Financial
Elephant Corner Financial is a Burlington-based RIA. The firm has been operating for 1 years. Managing $90.0K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$90.0K AVG AUM / ADVISOR
$22.5K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
Neven A Kraguljevic
Chief Compliance Officer, Investment Adviser Representative, Managing Member
- CRD
- #7832971
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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