Elliott Ledgerwood & Company is an adviser based in Klamath Falls. It manages $85.92 million of regulatory assets for 295 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Oregon.
Elliott Ledgerwood & Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Elliott Ledgerwood & Company is $85.92 million. The firm's AUM has grown by 91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Elliott Ledgerwood & Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Steven Ledgerwood has been acting as President since 1 Jan 1998. Martin Richard Ledgerwood joined the executive team most recently as the President.
The principal office where Elliott Ledgerwood & Company performs its advisory services is located at 810 Main Street, Klamath Falls, OR 97601, which is also the mailing address of the firm. An additional office of the firm is in Medford, OR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 541-882-5488 or by fax 541-882-7608. The normal business hours are 7am - 4pm pacific on Monday - Friday. You can find more information about the New York firm at www.elliott-ledgerwood.com.