Investment adviser · CRD 149891

GORDON CARLSON & ASSOCIATES

Investment adviser filing (IA)

ELM MONEY MANAGEMENT LLC

IRVINE, CA, United States · Form ADV filed Apr 10, 2012

Regulatory AUM
$48.1M
Form ADV · Item 5.F
Client accounts
230
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 10, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Hourly · Fixed · Commissions

Principal office

16520 BAKE PARKWAY, SUITE 200
IRVINE, CA, 92618-4689, United States

CRD 149891

Filing source

Form ADV 639383 · Apr 10, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.