ELLIKER FINANCIAL

Overview

Elliker Financial is a small, independent registered investment adviser operating as a limited liability company that focuses on individualized financial planning and portfolio management for individuals and families. The firm charges clients a fee that is a percentage of assets under management and markets itself as an active ESG investor, which suggests environmental, social and governance factors are incorporated into manager selection and fund choices. As an independent RIA under individual ownership, the firm maintains a straightforward advisory remit rather than acting as a capital allocator or pension consultant. Investment activity is concentrated in pooled public vehicles rather than direct alternatives or extensive separate-account overlays. Given the firm’s client base and scale, allocation decisions appear centered on mutual funds and other public funds, with flexibility to use both equity and fixed-income mutual fund strategies consistent with personalized financial plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices