Elite Retirement Group
Elite Retirement Group is an SEC-registered mass-market adviser in Plover, WI with $168.4M assets under management (AUM, regulatory AUM), +46% over one year. See who owns Elite Retirement Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312178, SEC 801-129944, data through 2025-03-04.
- AUM (assets under management / regulatory AUM)
- $168.4M (2025-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Plover, WI
- Employees
- 4
- Clients
- 827
- CRD
- 312178
- Ownership
- MARCELL, PATRICK, LEE
How much AUM does Elite Retirement Group have?
Elite Retirement Group reported $168.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-03-04).
Who owns Elite Retirement Group?
Disclosed owners and executives of Elite Retirement Group include MARCELL, PATRICK, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.