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Home > Retirement Planners > michigan > southfield > ELE ADVISORY SERVICES, INC
ELE ADVISORY SERVICES, INC
18700 W. 10 Mile Road
Suite 100
Southfield, Michigan 48075
Tel: 248-356-6555
About ELE ADVISORY SERVICES, INC
ELE ADVISORY SERVICES, INC, formally registered with the SEC as ELE ADVISORY SERVICES, INC. The firm was established in 02/10/2020. They have over 10 offices throughout the country.
ELE ADVISORY SERVICES, INC is a Southfield, Michigan based Financial Planning firm with nearly $99,892,397 assets under management, offering retirement planning & investment advisory services to 1313 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148228 |
| SEC# | 801-117442 |
| Assets Managed by Firm | $99,892,397 |
| No. of Clients | 1313 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1313 | $99,892,397 |
| Individuals (other than high net worth individuals) | 956 | $82,891,784 |
| High net worth individuals | 12 | $15,552,786 |
| Charitable organizations | 6 | $1,054,091 |
| Corporations or other businesses | 9 | $393,736 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
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| $11,989,880,000 | 105 | 31 |
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