Elgon Financial Advisors
RIAState Registered
Total AUM
$9.3M
Discretionary
$9.3M
100% of AUM
Avg account
$173K
Accounts
54
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 310458
- Website
- elgonfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.26%
- Individuals42.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Elgon Financial Advisors is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Its fee model includes assets-under-management fees alongside hourly and fixed-fee engagements. The adviser does not describe itself as an active ESG investor and is not structured as a multi-state firm.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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