Elite Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281546
- Website
- www.eiduktaxandwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Elite Asset Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families and charges fees as a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses; the firm also lists accounting among its business activities and affiliations. According to the available data, Elite does not position itself as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant.
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 Equities100%
Contacts
1 of 1
John Eiduk
FounderCRD 5952765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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