American Elm Distribution Partners, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
153322
Registered since
November 24, 2010

Firm profile

FINTRX

Overview

American Elm Distribution Partners, LLC is organized as a limited liability company that operates as a fund distributor. The firm's profile in the source data indicates it functions in a distribution capacity rather than as an investment manager or allocator. The record also flags the firm as not being an active ESG investor and not serving in roles such as pension consultant or related adviser. Ownership is listed as a domestic entity and individual, and the firm is not identified as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jessica Murray

    Jessica Murray

    Partner & Chief Compliance OfficerCRD 4675076

  • Michael Ponticello

    Michael Ponticello

    Chief Executive OfficerCRD 4851169

Contacts

3 of 6
  • Jared Townsend

    Jared Townsend

    Annuity Sales DirectorCRD 6897815

  • Dennis Beirne

    Dennis Beirne

    FounderCRD 2306864

  • Tyler Prescott

    Tyler Prescott

    Operations DirectorCRD 7211890

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Rockingham
Address
104 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth