Falists
← Back to search

FRANK ELMER INVESTMENT STRATEGIES LLC

CRD 154841

309 SECOND STREET SUITE 3, LOS ALTOS, CA, 94022, United States

Phone

(650) 808-0188

Fax

Registration

— (—)

Source

State registered

Total AUM

$34.1M

Discretionary AUM

$34.1M

Team

1 total employees; 1 advisory reps; 60 broker-dealer reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals60$34.1M

Official SEC filing: View on IAPD