Elliker Financial

Overview

Elliker Financial is an independent registered investment adviser organized as an LLC that serves both individuals and families as well as select institutional clients. The firm combines portfolio management for individuals and small businesses with financial planning services and charges clients via a percentage-of-assets schedule and fixed fees. Elliker Financial identifies as an active ESG investor, indicating environmental, social, or governance factors are considered in its processes. The firm is individually owned and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives