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| Elite Retirement Planning LLC
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|
|---|---|
| CRD # | 297942 |
| SEC # | 801-118564 |
| CIK # | |
| AUM | $260.6 MM (2023-03-19) |
| Employees | 16 (31% Investors, 0% Brokers) |
| Phone | 515-278-4110 |
| Address | 1860 SE Princeton Dr Grimes, IA 50111 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 558 | 122.6 |
| (b) Individuals (high net worth individuals) | 142 | 138.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,933 | 260.6 |
| By Discretionary | ||
| Discretionary | 1,933 | 260.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,933 | 260.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.6 | |
| Total | 1,933 | 260.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CMG Capital Management Group Inc
✚
|
PA | 0.3 |
|
Saling Simms Associates Inc
✚
|
OH | 0.3 |
|
Paradigm Wealth Management LLC
✚
|
OH | 0.3 |
|
Wealth Management Resources Inc
✚
|
RI | 0.3 |
|
Smedley Financial Services Inc
✚
|
UT | 0.3 |
|
Howard Wealth Management LLC
✚
|
CT | 0.3 |
|
Goodman Advisory Group LLC
✚
|
MA | 0.3 |
|
Reutemann Financial Solutions Inc
✚
|
MD | 0.3 |
|
Sebold Capital Management Inc
✚
|
IL | 0.3 |
|
Moseley Investment Management Inc
✚
|
FL | 0.3 |