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Building 2ELITE INVESTMENT TEAM LLC

Map pinSAN DIEGO, CA
Phone888.626.9672
NotebookSEC #801-113531
Total AUM
$27.8M
Employees
24
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 WEST BROADWAY
SUITE 1360
SAN DIEGO
CA 92101
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
888.626.9672
Other Offices
19

ReceiptFinancials

Total AUM
$27.8M
Accounts
136
Discretionary
$27.8M
Accounts
136
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
108
AUM
$13.8M
HNW Individual Clients
15
AUM
$10.6M
Pension/Profit Sharing Plan Clients
1
AUM
$3.1M
Corporation or Business Clients
2
AUM
$250.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALAZCACOFLGAILINMAMNNHNYOKPATXUTVAWAWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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