ELITE FINANCIAL, INC.
CRD #286667 SEC #801-119574 LEWISTON, ID 208-746-2007
SEC Registered
Total AUM
$239.8M
Discretionary
$239.8M
Employees
1
Clients
10
Accounts
1,097
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $239.8M | $239.8M | $0 | 1 | 0 |
| Feb 2025 | $239.8M | $239.8M | $0 | 1 | 0 |
| Feb 2024 | $171.2M | $171.2M | $0 | 1 | 0 |
| Mar 2023 | $156.3M | $156.3M | $0 | 1 | 0 |
| Oct 2022 | $154.1M | $154.1M | $0 | 1 | 0 |
| Apr 2022 | $154.1M | $154.1M | $0 | 1 | 0 |
| Mar 2022 | $154.1M | $154.1M | $0 | 1 | 0 |
| Mar 2022 | $154.1M | $154.1M | $0 | 1 | 0 |
| Mar 2021 | $126.2M | $126.2M | $0 | 1 | 0 |
| Oct 2020 | $113.7M | $113.7M | $0 | 1 | 0 |
| Sep 2020 | $113.7M | $113.7M | $0 | 1 | 0 |
DateApr 2025
Total AUM$239.8M
Discretionary$239.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$239.8M
Discretionary$239.8M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$171.2M
Discretionary$171.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$0
Employees1
Clients0
DateOct 2022
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees1
Clients0
DateApr 2022
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$113.7M
Discretionary$113.7M
Non-Disc.$0
Employees1
Clients0