← Back to searchVisit website
ELITE FINANCIAL GROUP
ELITE FINANCIAL GROUP, INC.
CRD 315997
17B FIRSTFIELD RD, STE 108, GAITHERSBURG, MD, 20878, United States
Phone
240-454-7079
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$40.1M
Discretionary AUM
$40.1M
Team
1 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $28.7M |
| High net worth individuals | 53 | $11.4M |
| Corporations/business entities | 1 | $885 |
All web addresses on file
Official SEC filing: View on IAPD