Elion Financial, LLC
Firm details
- Headquarters
- Tucson, Arizona
- CRD number
- 334200
- Website
- elionfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI65.16%
- Individuals34.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Elion Financial, LLC is an independent registered investment adviser structured as a limited liability company that focuses on serving individuals and families. The firm provides financial planning and portfolio management for individual clients and small businesses, charging fixed fees rather than asset-based or performance fees. Ownership is held by an individual principal. The firm is not positioned as a multi-state adviser or a pension consultant and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- US Government Bonds18%
- Non-Exchange Traded Equities11%
- Cash & Cash Equivalents8%
Contacts
1 of 1
Lauren Mishra
FounderCRD 7237234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tucson, AZ
Pima
Location
Tucson, AZ
Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- Pima
- Address
- 4729 E Sunrise Dr
- Time zone
- MT (UTC-7)
- Office locations
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