ELE Advisory Services, Inc

RIASEC RegisteredEst. 2020

Total AUM

$137M

Discretionary

0% of AUM

Avg account

$88.4K

Accounts

1,544

Employees

Advisory reps

Firm details

Headquarters: Southfield, Michigan
CRD number: 148228
Registered since: February 10, 2020
Website: www.elewealth.com
Custodians: CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals77.77%
HNWI20.22%
Corporations / Businesses1.36%
Charitable Organizations0.65%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

ELE Advisory Services, Inc. is a privately owned registered investment adviser that began SEC registration in 2020 and operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, selects third‑party advisers on behalf of clients, and runs educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm has affiliations with broker-dealer, insurance, and real estate brokerage channels, and it deploys capital into both public pooled vehicles and third‑party alternative managers. ELE does not profile itself as an ESG-focused manager.