|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Elite Retirement Planning LLC
✚
|
|
|---|---|
| CRD # | 297942 |
| SEC # | 801-118564 |
| CIK # | |
| AUM | $428.5 M (2025-03-31) |
| Employees | 30 (23% Investors, 0% Brokers) |
| Phone | 515-278-4110 |
| Address | 1860 SE Princeton Dr Grimes, IA 50111 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 565 | 131.4 |
| (b) Individuals (high net worth individuals) | 258 | 292.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 3.1 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,475 | 428.5 |
| By Discretionary | ||
| Discretionary | 2,475 | 428.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,475 | 428.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 428.5 | |
| Total | 2,475 | 428.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DLK Investment Management
✚
|
CA | 0.4 |
|
Penobscot Wealth Management
✚
|
ME | 0.4 |
|
QBOX Fiduciary Solutions LLC
✚
|
IN | 0.4 |
|
Elevated Capital Advisors LLC
✚
|
UT | 0.4 |
|
Lighthouse Financial Services Inc
✚
|
CA | 0.4 |
|
Hobart Private Capital LLC
✚
|
NC | 0.4 |
|
Consultiva Wealth Management Corp
✚
|
PR | 0.4 |
|
AMJ Financial Wealth Management LLC
✚
|
VA | 0.4 |
|
Wealthcrest Financial Services LLC
✚
|
VA | 0.4 |
|
True Wealth Design LLC
✚
|
OH | 0.4 |