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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Elite Financial Inc
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|---|---|
| CRD # | 286667 |
| SEC # | 801-119574 |
| CIK # | 0001770831, 0001607281, 0002059349 |
| AUM | $239.8 M (2025-04-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 208-746-2007 |
| Address | 739 Bryden Lewiston, ID 83501 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| ETFS Gold Trust | 1.3 | ||
| Philip Morris International Inc | 0.9 | ||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 105.7 |
| (b) Individuals (high net worth individuals) | 63 | 134.1 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,097 | 239.8 |
| By Discretionary | ||
| Discretionary | 1,097 | 239.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,097 | 239.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 239.8 | |
| Total | 1,097 | 239.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001607281] | |
| 10-Q | [0001607281] | |
| 8-K | [0001607281] | |
| D | [0001770831] | |
| 13F-HR | [0002059349] |
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