Elm Tree Capital, conveniently located just minutes south of Boston, is an independent financial planning and investment advisory firm. We serve individuals, families and business owners with highly personalized, comprehensive wealth planning advice and guidance in all areas of personal finance; including retirement, investments, college, insurance, advanced estate and post-divorce planning. We are qualified to utilize virtually any investment strategy if the circumstances call for it—simple or complex. Our independence means we are free to represent your best interests and focus our time and energies on you. Our comprehensive approach to planning is designed to organize and simplify all aspects of your financial life through one dedicated and trusted partner.
View Top Employees from Elm Tree Capital LLC| Website | http://www.elmtreecapital.com |
| Revenue | $218000 |
| Employees | 1 (1 on RocketReach) |
| Founded | 2009 |
| Address | 25 Braintree Hill Office Park Suite 200, Braintree, Massachusetts 02184, US |
| Phone | (781) 236-0802 |
| Fax | (866) 831-9994 |
| Technologies |
JavaScript,
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| Industry | Financial Services, Investment Banking, Finance |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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Elm Tree Capital LLC Questions
The Elm Tree Capital LLC annual revenue was $218000 in 2024.
Eric Zine is the President of Elm Tree Capital LLC.
1 people are employed at Elm Tree Capital LLC.
Elm Tree Capital LLC is based in Braintree, Massachusetts.
The NAICS codes for Elm Tree Capital LLC are [52393, 52, 5239, 523].
The SIC codes for Elm Tree Capital LLC are [628, 62].
Top Elm Tree Capital LLC Employees
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