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Home > Retirement Planners > texas > san antonio > ELITE FINANCIAL, INC.
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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