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Building 2ELITE LIFE MANAGEMENT LLC

Map pinERIE, PA
Phone(814) 836-5776
NotebookSEC #801-127003
Total AUM
$147M
Employees
4
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2725 COLONIAL AVE
ERIE
PA 16505
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(814) 836-5776
Other Offices
1

ReceiptFinancials

Total AUM
$147M
Accounts
279
Discretionary
$145.5M
Accounts
272
Non-Discretionary
$1.5M
Accounts
7

ContactClients

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Individual Clients
71
AUM
$16.9M
HNW Individual Clients
15
AUM
$129.7M
Corporation or Business Clients
5
AUM
$422.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPATX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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