ELE Advisory Services, Inc

RIASEC Registered

Total AUM

$137M

Discretionary

0% of AUM

Avg account

$88.4K

Accounts

1,544

Employees

Advisory reps

Firm details

Headquarters: Southfield, Michigan
CRD number: 148228
Registered since: February 10, 2020
Website: www.elewealth.com
Custodians: CHARLES SCHWAB & CO., INC., TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals77.77%
HNWI20.22%
Corporations / Businesses1.36%
Charitable Organizations0.65%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

ELE Advisory Services, Inc. is a small, individually owned registered investment adviser that began its SEC registration in 2020. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. Compensation comes through a mix of asset-based fees, hourly charges, and fixed fees. ELE functions as a capital allocator—sourcing and placing client capital with third-party managers—and maintains industry ties to broker-dealers, insurance firms, and real estate brokerages. The firm does not describe itself as an active ESG investor.