Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > west lake hills > ELTEKON ADVISORS, LLC.
ELTEKON ADVISORS, LLC.
3839 Bee Caves Rd
Suite 120
West Lake Hills, Texas 78746
Tel: 512-477-3200
About ELTEKON ADVISORS, LLC.
ELTEKON ADVISORS, LLC, formally registered with the SEC as ELTEKON ADVISORS, LLC. The firm was established in 03/11/2022. They have over 1 offices throughout the country.
ELTEKON ADVISORS, LLC. is a West Lake Hills, Texas based Financial Planning firm with nearly $300,000,000 assets under management, offering retirement planning & investment advisory services to 715 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115371 |
| SEC# | 801-123415 |
| Assets Managed by Firm | $300,000,000 |
| No. of Clients | 715 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FEES THAT MAY BE A PERCENTAGE OF CLIENT GROSS INCOME/NET WORTH.)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 715 | $300,000,000 |
| Individuals (other than high net worth individuals) | 292 | $161,100,000 |
| High net worth individuals | 50 | $125,000,000 |
| Corporations or other businesses | 17 | $9,500,000 |
More Retirement Planning firms in West Lake Hills, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in West Lake Hills, Texas