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Building 2ELITE RETIREMENT GROUP

Map pinPLOVER, WI
Phone715-341-8899
NotebookSEC #801-129944
Total AUM
$168.4M
Employees
4
Clients
999

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1320 OKRAY AVE.
PLOVER
WI 54467
United States
Operating Hours
BY APPT. ONLY
Monday - Friday
Phone
715-341-8899
Other Offices
1

ReceiptFinancials

Total AUM
$168.4M
Accounts
1,941
Discretionary
$168.4M
Accounts
1,941
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
985
AUM
$134.2M
HNW Individual Clients
14
AUM
$34.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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