F
CRD: 154841
Frank Elmer Investment Strategies LLC
LOS Altos, CA, 94022
6508080188
$34.1M Total AUM
$34.1M Disc. AUM
-- 3Y CAGR
1 Employees
120 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-20-2010
- Office Locations
- 1
Office Locations
309 Second Street Suite 3 LOS Altos CA
About Frank Elmer Investment Strategies LLC
Frank Elmer Investment Strategies LLC is a LOS Altos-based RIA. The firm has been operating for 15 years. Managing $34.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance.
Team overview
-- AVG AGE
$34.1M AVG AUM / ADVISOR
$284.4K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Beacon oak Value Optima north
Client Personas
Harbor meridian
Investment Vehicles
Atlas
Services
Unison quantum
Owner & Executives
FRANK HUDSON ELMER
PRINCIPAL
- CRD
- #2213044
- Ownership
- 75% or more
(362) 965-1283
radial.momentum@northcapital.com
in linkedin.com/in/harbor-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,133,958 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,133,958 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,133,958
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,417,895,961 | 100.0% |
| Total | $1,417,895,961 | 100.0% |