Elion Financial, LLC
Firm details
- Headquarters
- Tucson, Arizona
- CRD number
- 334200
- Website
- elionfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI65.16%
- Individuals34.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Elion Financial, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients, including small businesses. The firm provides fee-based financial planning and portfolio management under a fixed-fee structure. Elion is not positioned as a capital allocator or a pension consultant, does not describe itself as an active ESG investor, and is not structured as a multi-state or related adviser in the materials provided.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- US Government Bonds18%
- Non-Exchange Traded Equities11%
- Cash & Cash Equivalents8%
Contacts
1 of 1
Lauren Mishra
FounderCRD 7237234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tucson, AZ
Pima
Location
Tucson, AZ
Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- Pima
- Address
- 4729 E Sunrise Dr
- Time zone
- MT (UTC-7)
- Office locations
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