American Elm Distribution Partners, LLC
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 153322
- Registered since
- November 24, 2010
- Website
- americanelmdp.com
Firm profile
FINTRXOverview
American Elm Distribution Partners, LLC is organized as a limited liability company and is registered with the SEC since 2010. The firm is classified as a fund distributor rather than an asset manager or capital allocator. Ownership is listed as a combination of a domestic entity and an individual. FINTRX flags indicate the firm does not position itself as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Jessica Murray
Partner & Chief Compliance OfficerCRD 4675076
Michael Ponticello
Chief Executive OfficerCRD 4851169
Contacts
3 of 6
Jared Townsend
Annuity Sales DirectorCRD 6897815
Dennis Beirne
FounderCRD 2306864
Tyler Prescott
Operations DirectorCRD 7211890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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