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Eley Financial Management, Inc.

● SEC registered since 1989CRD 105057SEC# 801-34761South Burlington, VT
Export (members)
Reg. AUM
$369M
Employees
4
Accounts
1,157
Location
South Burlington, VT

Eley Financial Management, Inc. assets under management

Eley Financial Management, Inc. is an investment advisory firm registered with the SEC based in South Burlington, VT. The firm has been registered since 1989. It reports $369 million in regulatory assets under management and employs 4 people.
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Eley Financial Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Andrew David MurphyChief Compliance OfficerUnder 5%2011
Joseph Matthew Diebold ControlPresident, Portfolio Manager, Investment Committee Member50-75%2001
Matthew Ames Malaney ControlSecretary, Portfolio Manager And Investment Committee Member50-75%2007

Frequently asked questions

How much does Eley Financial Management, Inc. manage?

Eley Financial Management, Inc. reports $369 million in regulatory assets under management on its Form ADV.

How many employees does Eley Financial Management, Inc. have?

Eley Financial Management, Inc. reports 4 employees.

Where is Eley Financial Management, Inc. located?

Eley Financial Management, Inc. is based in South Burlington, VT and has been SEC-registered since 1989.

Does Eley Financial Management, Inc. disclose fund performance?

Eley Financial Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address99 Swift Street, Suite 305, South Burlington, VT 05403-7360
Phone802-863-4463
Fax802-864-0949
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$369M
Non-discretionary$0
Total (RAUM)$369M