Elite Financial, Inc.
Elite Financial, Inc. (CRD# 286667) is a financial advisory firm headquartered in Lewiston, ID. They manage $171,205,402 in 811 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management171MILLION
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Total Number of Accounts811ACCOUNTS
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Average Account Value$211,104
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, ID, MT, TX, WA
Financial Advisors at Elite Financial, Inc.
1
Ryan Skinner (CRD# 4466041) is an Investment Advisor Representative working at Elite Financial, Inc. in Lewiston, ID and has over 22 years of experience in the finance industry.
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