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Elite Financial, Inc.

● SEC registered since 2020CRD 286667SEC# 801-119574Lewiston, ID
Export (members)
Reg. AUM
$239.8M
Employees
1
Accounts
1,097
Location
Lewiston, ID

Elite Financial, Inc. assets under management

Elite Financial, Inc. is a registered investment adviser overseen by the SEC based in Lewiston, ID. The firm has been registered since 2020. It reports $239.8 million in regulatory assets under management and employs 1 people.
www.elitefinancialinc.netView on SEC.gov ↗

Elite Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Ryan Lee Skinner ControlCco And OwnerOver 75%2009

Frequently asked questions

How much does Elite Financial, Inc. manage?

Elite Financial, Inc. reports $239.8 million in regulatory assets under management on its Form ADV.

How many employees does Elite Financial, Inc. have?

Elite Financial, Inc. reports 1 employees.

Where is Elite Financial, Inc. located?

Elite Financial, Inc. is based in Lewiston, ID and has been SEC-registered since 2020.

Does Elite Financial, Inc. disclose fund performance?

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

Contact & registration

Address739 Bryden, Suite B, Lewiston, ID 83501
Phone208-746-2007
Fax208-746-0999
Office hours5-Aug
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$239.8M
Non-discretionary$0
Total (RAUM)$239.8M