ELLE INVESTMENT GROUP LLC
Firm details
- Headquarters
- GREENSBURG, Pennsylvania
- CRD number
- 310082
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals97.32%
- HNWI2.68%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Elle Investment Group LLC is a privately owned limited liability advisory firm that manages portfolios for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management rather than institutional consulting or capital allocation. It does not market itself as an active ESG investor, is not registered as a multi-state adviser, and does not identify as a pension consultant or related-adviser network member.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
1 of 1SUZANNE WARD
OwnerCRD 5929396
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENSBURG, PA
WESTMORELAND
Location
GREENSBURG, PA
Headquartered in GREENSBURG, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- WESTMORELAND
- Address
- 41 W Otterman St
- Time zone
- ET (UTC-5)
- Office locations
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