Advisor at Elm Asset Management Inc.
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Firm
Elm Asset Management Inc.
Location
Denton, TX 76205
Credentials
Series 63
Industry experience
36 years
John Mccallon is a financial advisor at Elm Asset Management Inc. in Denton, TX, holding a Series 63 designation with 36 years of industry experience. He has been with Elm Asset Management since 1989. Elm Asset Management Inc. provides discretionary investment management for individuals, trusts, estates, pension and profit-sharing plans, as well as charitable organizations and corporate clients. The firm employs a combination of charting, fundamental and technical analysis, and cyclical trend assessment to implement growth and income strategies, with a notable use of borrowing and derivatives in client portfolios.
Based on Elm Asset Management Inc.
$0 - $250,000: 1.50% $250,000 - $750,000: 1.00% $750,000+: 0.50%
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $200 Fee-only: Management fee only; no commissions or other compensation received
1121 Dallas Dr. Suite 1
Denton, TX 76205
Texas
ELM Asset Management Inc.
1989 - Present (37 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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