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
- Individuals56.47%
- HNWI43.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Elion Financial, LLC is a small, independent registered investment adviser organized as an LLC that provides financial planning and portfolio management primarily for individual and family clients, including small-business owners. The firm operates on a fixed-fee basis and reports no multi-state adviser status or active ESG investing program. Services are focused on discretionary and non-discretionary wealth management rather than institutional consulting or capital allocation.
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 1Lauren 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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