ELITE RETIREMENT GROUP, INC.
Legal name: ELITE RETIREMENT GROUP
CRD #312178 SEC #801-129944 PLOVER, WI 715-341-8899
SEC Registered
Total AUM
$168.4M
Discretionary
$168.4M
Employees
4
Clients
0
Accounts
1,941
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $168.4M | $168.4M | $0 | 4 | 0 |
| Aug 2024 | $115.2M | $115.2M | $0 | 4 | 0 |
| May 2024 | $115.2M | $115.2M | $0 | 4 | 0 |
| Mar 2024 | $115.2M | $115.2M | $0 | 4 | 0 |
DateMar 2025
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$115.2M
Discretionary$115.2M
Non-Disc.$0
Employees4
Clients0