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ELITE CAPITAL SERVICES, LLC
CRD 145449
101 PARKSHORE DRIVE,, SUITE 215, FOLSOM, CA, 95630, United States
Phone
916-932-2189
Fax
916-932-2001
Registration
— (—)
Source
State registered
Total AUM
$54.0M
Discretionary AUM
$54.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $36.0M |
| High net worth individuals | 10 | $18.0M |
All web addresses on file
Official SEC filing: View on IAPD