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ELITE FINANCIAL, INC.
CRD 286667 · SEC 801-119574
739 BRYDEN, SUITE B, LEWISTON, ID, 83501, United States
Phone
208-746-2007
Fax
208-746-0999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$274.2M
Discretionary AUM
$274.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 365 | $113.1M |
| High net worth individuals | 74 | $161.1M |
States served
CA, ID, MT, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD