ELITE RETIREMENT GROUP
Firm details
- Headquarters
- PLOVER, Wisconsin
- CRD number
- 312178
- Registered since
- April 18, 2024
- Website
- retireidea.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals79.68%
- HNWI20.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Elite Retirement Group operates as an independent registered investment advisor (RIA) and focuses on providing financial planning services and portfolio management for individuals, small businesses, and institutions. The firm is structured as a corporation and is owned by an individual. While it does not engage in capital allocation, it does have affiliations with insurance companies, reflecting its role as an insurance broker. The firm emphasizes educational initiatives through seminars and workshops, catering to a client base primarily composed of individuals and families.
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 Equities75%
- Other16%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities4%
Owners & executives
1 of 1PATRICK MARCELL
Chief Executive OfficerCRD 4438834
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PLOVER, WI
PORTAGE
Location
PLOVER, WI
Headquartered in PLOVER, WI, anchoring the Wausau-Stevens Point-Wisconsin Rapids, WI metro in the Midwest.
- Metro area
- Wausau-Stevens Point-Wisconsin Rapids, WI
- Region
- Midwest
- County
- PORTAGE
- Address
- 1320 Okray Ave
- Time zone
- CT (UTC-6)
- Office locations
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