ELM MONEY MANAGEMENT LLC
Legal name: GORDON CARLSON & ASSOCIATES
CRD #149891 SEC #801-70452 IRVINE, CA (949) 528-6712
SEC Registered
Total AUM
$48.1M
Discretionary
$24M
Employees
1
Clients
51
Accounts
230
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 11, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARLSON, GORDON, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CARLSON, GORDON, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CARLSON, GORDON, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CARLSON, GORDON, PATRICK | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 11, 2012 REGISTERED
Notice Filings (1)
CA
Address
16520 BAKE PARKWAYSUITE 200
IRVINE, CA 92618-4689
United States
Phone: (949) 528-6712