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| Happy Holidays!! thanks for using AUM13F!! |
| Elite Retirement Group Inc
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|---|---|
| CRD # | 312178 |
| SEC # | 801-129944 |
| CIK # | |
| AUM | $168.4 M (2025-03-04) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 715-341-8899 |
| Address | 1320 Okray Ave Plover, WI 54467 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 985 | 134.2 |
| (b) Individuals (high net worth individuals) | 14 | 34.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,941 | 168.4 |
| By Discretionary | ||
| Discretionary | 1,941 | 168.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,941 | 168.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.4 | |
| Total | 1,941 | 168.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Retirewise Tax and Wealth Advisors Inc
✚
|
KS | 0.2 |
|
Sound Financial LLC
✚
|
0.2 | |
|
Flavin Financial Services Inc
✚
|
FL | 0.2 |
|
Winthrop Partners - WNY LLC
✚
|
NY | 0.2 |
|
Vincimus Capital LLC
✚
|
CA | 0.2 |
|
Eastsound Capital Advisors LLC
✚
|
0.2 | |
|
Invisor Financial LLC
✚
|
KS | 0.2 |
|
Montgomery Financial Services LLC
✚
|
MD | 0.2 |
|
First Citizens Asset Management Inc
✚
|
NC | 0.2 |
|
Valued Retirements Inc
✚
|
TX | 0.2 |