Overview
Assets Under Management: $996 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 232
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 232
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.98
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,914
Discretionary Accounts: 1,903
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 132122
Last Filing Date: 2025-02-11 00:00:00
Website: https://elitewm.com