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
- Individuals66.24%
- HNWI33.76%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Elion Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on planning and portfolio management for individuals, families and small businesses and operates on a fixed-fee basis rather than asset-based or performance fees. It does not identify as an active ESG investor, is not set up as a multi-state adviser, and does not function as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Similar firms
Secure Investment Management, LLC
RIATucson, AZ
Advisor Services, Inc.
RIATucson, AZ
Hawtree Advisory Group, LLC
RIATucson, AZ
Agave Wealth Advisors
RIATucson, AZ
Premiere Wealth Advisors, LLC
RIATucson, AZ
Forthright Finances LLC
RIATucson, AZ