Park + Elm Investment Advisers

RIASEC Registered

Total AUM

$88.2M

Discretionary

$88.2M

100% of AUM

Avg account

$158K

Accounts

560

Employees

Advisory reps

Firm details

Headquarters: Carmel, Indiana
CRD number: 146233
Website: park-elm.com
Custodians: CHARLES SCHWAB & CO., INC., THE CAPITAL GROUP SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.04%
HNWI46.77%
Corporations / Businesses1.6%
Charitable Organizations1.59%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Park + Elm Investment Advisers is an independent, owner-operated LLC that provides financial planning and discretionary portfolio management primarily for individuals, families and small businesses, while also serving some institutional clients. The firm delivers advisory services alongside insurance brokerage capabilities, which complements its use of annuities in client solutions. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee options. The adviser does not position itself as a multi-state or ESG-focused manager and does not act as a capital allocator.