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Building 2ELITE FINANCIAL, INC.

Map pinLEWISTON, ID
Phone208-746-2007
NotebookSEC #801-119574
Total AUM
$274.2M
Employees
1
Clients
439

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
739 BRYDEN
SUITE B
LEWISTON
ID 83501
United States
Operating Hours
8-5
Monday - Friday
Phone
208-746-2007

ReceiptFinancials

Total AUM
$274.2M
Accounts
1,149
Discretionary
$274.2M
Accounts
1,149
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
365
AUM
$113.1M
HNW Individual Clients
74
AUM
$161.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHIIDMTTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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