Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon Labbe

ELM Partners Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandon? Claim Your Profile

About Brandon Labbe

Brandon Labbe is an Investment Advisor Representative at Elm Partners Management LLC. Brandon is registered in Pennsylvania and has been in the financial industry since 2014. Brandon holds a Series 65 license and has experience with financial planning and portfolio management for individuals and pooled investment vehicles.

Firm Information

Brandon Labbe is currently registered with ELM Partners Management LLC. ELM Partners Management LLC is an investment advisor based in Philadelphia, Pennsylvania. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles. As of 2022, ELM Partners manages over $1.5 billion in assets for clients including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
ELM Partners Management LLC

50 S 16TH ST.

PHILADELPHIA, PA 19102

$1.50B

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandon Labbe’s Registration & Firm History

PA

05/08/2024 - Present

ELM Partners Management LLC (PHILADELPHIA PA)

Not sure if Brandon Labbe is right for you?

Licenses & Designations

IA

Issued 05/08/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Labbe.
Not sure if Brandon Labbe is right for you?