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Building 2ELITE INCOME ADVISORS, INC.

Map pinELLICOTT CITY, MD
Phone443-274-3002
NotebookSEC #801-132873
Total AUM
$213.4M
Employees
7
Clients
662

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6011 UNIVERSITY BOULEVARD
SUITE # 350
ELLICOTT CITY
MD 21043
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
443-274-3002
Other Offices
1

ReceiptFinancials

Total AUM
$213.4M
Accounts
657
Discretionary
$213.4M
Accounts
657
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
467
AUM
$85.6M
HNW Individual Clients
190
AUM
$127.7M
Pension/Profit Sharing Plan Clients
4
AUM
$0
Charitable Organization Clients
1
AUM
$23.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNCPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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