ELE ADVISORY SERVICES, INC

RIASEC RegisteredEst. 2020

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 privately owned corporate RIA that registered with the SEC in 2020 and describes itself as a capital allocator serving both individual/family and institutional clients. The firm offers traditional advisory services — financial planning, portfolio management for individuals and small businesses, manager selection and educational seminars — and generates fees via a mix of AUM-based charges, hourly billing and fixed fees. ELE lists industry affiliations with broker-dealers, an insurance company and a real estate broker, and identifies that it does not position itself as an active ESG investor. The firm's regulatory profile indicates it operates with client-directed (non‑discretionary) mandates rather than discretionary authority, and it appears structured to combine advice, manager selection and ancillary services (education and insurance/real-estate relationships) rather than acting solely as a discretionary asset manager.