Independent Investment Advisor and fiduciary located in Carmel, IN. Our approach is to put you in position to capture returns from market growth over time, using decades of academic research and cutting-edge technology. We believe in the efficiency of capital markets and taking an acceptable amount of risk for an acceptable return. We focus on the controllables: avoid expensive investments, manage taxes, keep turnover low, diversify, and shape your experience so that you enjoy peace and financial security. *posts should not be considered advice* Disclosure can be found @ https://park-elm.com/privacy/
View Top Employees from Park and Elm Investment Advisers LLCWebsite | http://www.park-elm.com |
Revenue | $600000 |
Employees | 3 (3 on RocketReach) |
Founded | 2009 |
Address | 12400 N Meridian St, Carmel, Indiana 46032, US |
Phone | (855) 727-5356 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | BAM Advisory Group, Dove Investment Research & Management, Joffrey Smith Financial Group, Lindblad Financial Group, Sprylen Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Park and Elm Investment Advisers LLC employee's phone or email?
The Park and Elm Investment Advisers LLC annual revenue was $600000 in 2024.
Brandi Owens is the Director of Operations of Park and Elm Investment Advisers LLC.
3 people are employed at Park and Elm Investment Advisers LLC.
Park and Elm Investment Advisers LLC is based in Carmel, Indiana.
The NAICS codes for Park and Elm Investment Advisers LLC are [52393, 52, 523, 5239].
The SIC codes for Park and Elm Investment Advisers LLC are [628, 62].