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PARK + ELM INVESTMENT ADVISERS
PARK AND ELM INVESTMENT ADVISERS LLC
CRD 146233 · SEC 801-68791
571 MONON BLVD., SUITE 200, CARMEL, IN, 46032, United States
Phone
855-727-5356
Fax
855-727-5356
Registration
— (—)
Source
State registered
Total AUM
$88.2M
Discretionary AUM
$88.2M
Team
3 total employees; 3 advisory reps; 14 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 226 | $44.2M |
| High net worth individuals | 34 | $41.3M |
| Charitable organizations | 2 | $1.4M |
| Corporations/business entities | 2 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD