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ELITE RETIREMENT GROUP
ELITE RETIREMENT GROUP, INC.
CRD 312178 · SEC 801-129944
1320 OKRAY AVE., PLOVER, WI, 54467, United States
Phone
715-341-8899
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$168.4M
Discretionary AUM
$168.4M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2025-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 985 | $134.2M |
| High net worth individuals | 14 | $34.2M |
All web addresses on file
Official SEC filing: View on IAPD