Overview
Assets Under Management: $300 million
Headquarters: WEST LAKE HILLS, TX
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 715
Discretionary Accounts: 615
Non-Discretionary Accounts: 100
Regulatory Filings
CRD Number: 115371
Filing ID: 1982697
Last Filing Date: 2025-04-24 11:24:00
Website: https://eltekon.com