Jeff Elliott, Cfp®
Firm details
- Headquarters
- ,
- CRD number
- 172781
- Website
- www.jeffelliottfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI58.52%
- Individuals41.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jeff Elliott, Cfp® is an independent, individual-owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm provides financial planning and discretionary portfolio management geared to individuals and small businesses. Its fee model includes a percentage-of-AUM component, hourly billing and other fee arrangements. The firm does not identify as an active ESG investor, does not serve as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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 Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Jeffrey Elliott
Financial PlanningCRD 6124092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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