Overview
Assets Under Management: $300 million
Headquarters: WEST LAKE HILLS, TX
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
ELTEKON ADVISORS, LLC. 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 #115371), ELTEKON ADVISORS, LLC. is subject to fiduciary duty under federal law.
ELTEKON ADVISORS, LLC. is headquartered in WEST LAKE HILLS, TX.
ELTEKON ADVISORS, LLC. serves 50 high-net-worth clients according to their SEC filing dated April 24, 2025. View client details ↓
According to their SEC Form ADV, ELTEKON ADVISORS, LLC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ELTEKON ADVISORS, LLC. manages $300 million in client assets according to their SEC filing dated April 24, 2025.
According to their SEC Form ADV, ELTEKON ADVISORS, LLC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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