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
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Elite Asset Management, LLC is an independent registered investment adviser operating as a limited liability company with individual ownership. The firm serves both individuals and families as well as some institutional clients, charging fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. The company lists accounting as a principal business activity and affiliation, and it does not identify as a multi-state adviser, pension consultant, or active ESG investor.
Assets & Accounts
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
- Public Funds/Mutual Funds88%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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