ELITE FINANCIAL, INC.

739 Bryden
Suite B
Lewiston, Idaho 83501
Tel: 208-746-2007

About ELITE FINANCIAL, INC.

ELITE FINANCIAL, INC, formally registered with the SEC as ELITE FINANCIAL, INC. The firm was established in 09/30/2020. They have over 1 offices throughout the country.

ELITE FINANCIAL, INC. is a Lewiston, Idaho based Financial Planning firm with nearly $239,816,615 assets under management, offering retirement planning & investment advisory services to 1097 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286667
SEC#	801-119574
Assets Managed by Firm	$239,816,615
No. of Clients	1097
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1097	$239,816,615
Individuals (other than high net worth individuals)	359	$105,697,116
High net worth individuals	63	$134,119,499

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