AdvizorPro

Park + ELM Investment Advisers

Park + ELM Investment Advisers. CRD 146233

Park + ELM Investment Advisers logo

CRD: 146233

Park + ELM Investment Advisers

Carmel, IN, 46032
8557275356
$88.2M Total AUM
$88.2M Disc. AUM
-- 3Y CAGR
3 Employees
278 ADV. Clients
18 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
American Funds · Capital Group · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
MatrixRadial legacy
Established Date
02-12-2008
Office Locations
1

Office Locations

571 Monon Blvd. Suite 200 Carmel IN

About Park + ELM Investment Advisers

Park + Elm Investment Advisers is a Carmel, IN investment advisory firm providing investment management, financial and retirement planning, and insurance services for individuals and corporations. The firm emphasizes disciplined, long-term portfolio construction and risk management, using mutual funds and ETFs, and custodies assets at Charles Schwab.

Team overview

46 AVG AGE
$29.4M AVG AUM / ADVISOR
$317.4K AVG AUM / CLIENT
15 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age

Insights

Request access to benchmark trends tied to alpha.
Open the full profile to inspect shifts in timber matrix.
Open the full profile to inspect shifts in element catalyst.
Premium access reveals conviction themes in bridge prime glacier.
Upgrade to reveal position-level detail across fusion pioneer.
Open the full profile to inspect shifts in peak quantum.
See the complete signal summary connected to peak north.
Open the full profile to inspect shifts in wave crest.

Asset Classes

Foundation Insight alpha

Custodian

Radial horizon

Investment Themes

Focus capital Radial Vertex Focus

Investment Vehicles

Glacier vital

Services

Alpha Peak Ember ridge Capital vital Peak

Technology

Oak Meridian

Owner & Executives

Kevin Fisher Ward

Kevin Fisher Ward

Chief Compliance Officer, Investment Advisor, Owner

CRD
#6582273
Ownership
75% or more
(840) 305-3941
unison.pioneer@peakcapital.com
in linkedin.com/in/vertex-ridge

Showing 1 of 1 owners & executives

Unlock all

Contacts

J

JASON E COMER

Investment Advisor Representative

CRD
#5779270
(229) 546-8311
prime.atlas@crestcapital.com
in linkedin.com/in/quantum-vertex
K

KARA BETH HIESER

--

CRD
#4970376
(642) 535-6449
horizon.ridge@timbercapital.com
in linkedin.com/in/element-vertex

Showing 2 of 3 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $88,245,047 --
Non-Discretionary $0 --
Total $88,245,047 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $88,245,047

$88.2M Total SMA
Public Funds:
25.4%
Equity - Exchange:
25.1%
Cash:
15.1%
U.S. Government/Agency:
34.4%
Asset class Assets Assets %
Public Funds $1,570,098,518 25.4%
Equity - Exchange $1,551,554,048 25.1%
Cash $933,405,025 15.1%
U.S. Government/Agency $2,126,432,639 34.4%
Total $6,181,490,230 100.0%

Start a free trial and
prospect smarter