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| Keyboard |
| ELE Advisory Services Inc
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|---|---|
| CRD # | 148228 |
| SEC # | 801-117442 |
| CIK # | |
| AUM | 136.5 M (2026-03-31) |
| Employees | 13 (100% Investors, 77% Brokers) |
| Phone | 248-356-6555 |
| Address | 18700 W 10 Mile Road Southfield, MI 48075 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,124 | 106.2 |
| (b) Individuals (high net worth individuals) | 19 | 27.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,544 | 136.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,544 | 136.5 |
| Total | 1,544 | 136.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.5 | |
| Total | 1,544 | 136.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Tarheel Advisors LLC
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|
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|
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|
21 West Wealth Management LLC
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|
Henderson Financial Group LLC
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St Bernard Financial Services Inc
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AR | 136.2 M |
|
Cassilly Financial Group LLC
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|
REVO Financial LLC
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|
Brighter Financial Capital Management LLC
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