Elgon Financial Advisors

Overview

Elgon Financial Advisors is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model includes asset-based fees as well as hourly and fixed-fee arrangements, giving flexibility for different client engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser according to the snapshot data, and does not act as a capital allocator or related adviser.

Assets & Accounts

Investments & Alternatives