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Ele Advisory Services, Inc

● SEC registered since 2020CRD 148228SEC# 801-117442Southfield, MI
Export (members)
Reg. AUM
$125.5M
Employees
14
Accounts
1,401
Location
Southfield, MI

Ele Advisory Services, Inc assets under management

Ele Advisory Services, Inc is an SEC-registered investment adviser based in Southfield, MI. The firm has been registered since 2020. It reports $125.5 million in regulatory assets under management and employs 14 people.
www.elewealth.comView on SEC.gov ↗

Ele Advisory Services, Inc owners & executives

2 reported
NameTitleOwnershipSince
Ellis Nurogar Liddell ControlChief Executive Officer/Chief Compliance OfficerOver 75%2010
Tammie Moore Parran ControlChief Financial OfficerUnder 5%2011

Frequently asked questions

How much does Ele Advisory Services, Inc manage?

Ele Advisory Services, Inc reports $125.5 million in regulatory assets under management on its Form ADV.

How many employees does Ele Advisory Services, Inc have?

Ele Advisory Services, Inc reports 14 employees.

Where is Ele Advisory Services, Inc located?

Ele Advisory Services, Inc is based in Southfield, MI and has been SEC-registered since 2020.

Does Ele Advisory Services, Inc disclose fund performance?

Ele Advisory Services, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18700 W. 10 Mile Road, Suite 100, Southfield, MI 48075
Phone248-356-6555
Fax248-356-6578
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$125.5M
Total (RAUM)$125.5M