EM
EM

Elana Malekan

1 Year of Experience
2 Disclosures
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M

Fee Structure

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Location

Calabasas, CA

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History

Regulatory History (2)
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Judgment / Lien
May 2023
Financial
July 2017
Final
Employment History
Current Registrations
Legacy Wealth Management, LLC
October 2024 - Present · 1 yr 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Elana Malekan - Financial Advisor | TrueAdvisor