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ELPHINSTONE

ELPHINSTONE, INC.

CRD 311264 · SEC 801-119983

Visit website

405 LEXINGTON AVE, SUITE 866, NEW YORK, NY, 10174, United States

Phone

+1 (212) 882-1067

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.4M

Discretionary AUM

$0

Team

5 total employees; 1 advisory reps; 579 broker-dealer reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-04-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals579$1.4M

States served

NY, TX

All web addresses on file

Official SEC filing: View on IAPD