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BLUE ELM ADVISORS
BLUE ELM ADVISORS LLC
CRD 318686
63 SOUTH WHITE ROCK RD, HOLMES, NY, 12531, United States
Phone
203-733-8292
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.6M
Discretionary AUM
$5.6M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $2.5M |
| High net worth individuals | 1 | $3.1M |
All web addresses on file
Official SEC filing: View on IAPD