Overview
Assets Under Management: $168 million
Headquarters: PLOVER, WI
High-Net-Worth Clients: 14
Average Client Assets: $2 million
Frequently Asked Questions
ELITE RETIREMENT GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312178), ELITE RETIREMENT GROUP, INC. is subject to fiduciary duty under federal law.
ELITE RETIREMENT GROUP, INC. is headquartered in PLOVER, WI.
ELITE RETIREMENT GROUP, INC. serves 14 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, ELITE RETIREMENT GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
ELITE RETIREMENT GROUP, INC. manages $168 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, ELITE RETIREMENT GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,941
Discretionary Accounts: 1,941
Regulatory Filings
CRD Number: 312178
Filing ID: 1934185
Last Filing Date: 2025-03-04 09:38:00
Website: https://retireidea.com