Victor
Haghani
Elm Partners Management LLC
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About this Advisor
Victor Haghani is a financial advisor operating in Philadelphia, Pennsylvania with a total of 4 years of industry experience. Haghani is an advisor for Elm Partners Management LLC. They have been employed by Elm Partners Management Llc for their total career. Haghani maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Wyoming. Elm Partners Management LLC is a registered investment company based out of Philadelphia, PA. The investment advisory business has just five people on staff. It has $1 billion in assets between its 405 accounts, placing it among the larger firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Of its 405 customer accounts, 73% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Elm Partners Management LLC provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and pension consulting services. Financial management fee schedules typically are based on which services are provided. Fee types billed by Elm Partners Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Elm Partners Management LLC Brokerage Details
$1,277,276,781
5
405
$3,153,770
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Victor Haghani Work History
Victor has been registered as a financial advisor for 4 years.*
Elm Partners Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Victor Haghani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Elm Partners Management LLC
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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