ELITE FINANCIAL, INC.

RIASEC RegisteredEst. 2020

Total AUM

$274M

Discretionary

$274M

100% of AUM

Avg account

$239K

Accounts

1,149

Employees

Advisory reps

Firm details

Headquarters: LEWISTON, Idaho
CRD number: 286667
Registered since: September 30, 2020
Website: www.elitefinancialinc.net
Custodians: CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI58.76%
Individuals41.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Elite Financial, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and established in 2020. Ownership is held by an individual. The firm serves primarily individual and family clients and combines advisory services with insurance brokerage. Its advisory offerings include financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Fees are charged as a percentage of assets under management and on an hourly basis. The firm is not identified as an ESG investor, does not act as a capital allocator, and is not characterized as a multi-state or pension consultant adviser.