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ELE ADVISORY SERVICES, INC
CRD 148228 · SEC 801-117442
18700 W. 10 MILE ROAD, SUITE 100, SOUTHFIELD, MI, 48075, United States
Phone
248-356-6555
Fax
248-356-6578
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.5M
Discretionary AUM
$0
Team
13 total employees; 13 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1124 | $106.2M |
| High net worth individuals | 19 | $27.6M |
| Charitable organizations | 6 | $887K |
| Corporations/business entities | 7 | $1.9M |
States served
AL, AZ, CA, CO, GA, IL, IA, LA, MD, MA, MI, MN, MS, NY, NC, ND, OK, SC, TN, UT, VA, WI, WY, MO, WA, TX, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD