Elm3 Financial Group
Likely to Engage tag.Highly Engaged Employees

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

5755 N Point Pkwy Ste 57, Alpharetta, Ge...

Phone Number

(678) 297-9500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
2
2
1
1

About Elm3 Financial Group

Elm3 Financial Group is a financial and investment advisory firm that provides tailored strategic investment and financial planning services. They cater to both individuals and businesses, offering services such as investment management, retirement planning, tax planning, and business insurance advisory. Their team consists of experienced licensed professionals who take a holistic approach to help clients achieve their financial goals. Elm3 aims to create opportunities for a secure financial future through objective and effective strategies.Explore more
Elm3 Financial Group's Social MediaPopular SearchesElm3 Financial Group LLCElm3 Financial GroupElm3 Financial Group - LLCAmerican Tax & Financial Group LLCAmerican Tax Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Elm3 Financial Group Org Chart

PhoneEmail
MN
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Financial Advisor & Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Elm3 Financial Group

<$5M
1-10
Private
-
2006
MN
Margaret NickensFinancial Advisor & Chief Compliance Officer
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2012
Paul Holjes, President & Manager, Wealth at Peak Mountain Advisors
Paul HoljesPresident & Manager, Wealth
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Elm3 Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Elm3 Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Elm3 Financial Group.

Elm3 Financial Group Tech Stack

A closer look at the technologies used by Elm3 Financial Group

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Frequently Asked Questions Regarding Elm3 Financial Group

What is Elm3 Financial Group's official website?
Elm3 Financial Group's official website is www.elm3financial.com
What is Elm3 Financial Group's Revenue?
Elm3 Financial Group's revenue is <$5 Million
What is Elm3 Financial Group's SIC code?
Elm3 Financial Group's SIC: 62,628
What is Elm3 Financial Group's NAICS code?
Elm3 Financial Group's NAICS: 52,523
How many employees does Elm3 Financial Group have?
Elm3 Financial Group has 1-10 employees
What industry does Elm3 Financial Group belong to?
Elm3 Financial Group is in the industry of: Finance, Securities Trading
What is Elm3 Financial Group competition?
Elm3 Financial Group top competitors include: Copper Canyon Wealth Management, Rogers Financial Group, Nastali Financial Services, Sopher Financial Group
What technology does Elm3 Financial Group use?
Some of the popular technologies that Elm3 Financial Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Elm3 Financial Group?
Elm3 Financial Group contact info: Phone number: (678) 297-9500 Website: www.elm3financial.com
What does Elm3 Financial Group do?

Elm3 Financial Group is a financial and investment advisory firm that provides tailored strategic investment and financial planning services. They cater to both individuals and businesses, offering services such as investment management, retirement planning, tax planning, and business insurance advisory. Their team consists of experienced licensed... professionals who take a holistic approach to help clients achieve their financial goals. Elm3 aims to create opportunities for a secure financial future through objective and effective strategies.Read More

What are Elm3 Financial Group social media links?
Elm3 Financial Group Linkedin page Elm3 Financial Group Facebook page
Is Elm3 Financial Group a public company?
Elm3 Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Elm3 Financial Group

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