PPrivate Fund Data Log in Join · $37/mo

Elite Retirement Group, Inc.

● SEC registered since 2024CRD 312178SEC# 801-129944Plover, WI
Export (members)
Reg. AUM
$168.4M
Employees
4
Accounts
1,941
Location
Plover, WI

Elite Retirement Group, Inc. assets under management

Elite Retirement Group, Inc. operates as an SEC-registered investment adviser based in Plover, WI. The firm has been registered since 2024. It reports $168.4 million in regulatory assets under management and employs 4 people.
www.facebook.com/eliteretirementgroupView on SEC.gov ↗

Elite Retirement Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Patrick Lee Marcell ControlCeo And CcoOver 75%2020

Frequently asked questions

How much does Elite Retirement Group, Inc. manage?

Elite Retirement Group, Inc. reports $168.4 million in regulatory assets under management on its Form ADV.

How many employees does Elite Retirement Group, Inc. have?

Elite Retirement Group, Inc. reports 4 employees.

Where is Elite Retirement Group, Inc. located?

Elite Retirement Group, Inc. is based in Plover, WI and has been SEC-registered since 2024.

Does Elite Retirement Group, Inc. disclose fund performance?

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

Contact & registration

Address1320 Okray Ave., Plover, WI 54467
Phone715-341-8899
Office hoursBy Appt. Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$168.4M
Non-discretionary$0
Total (RAUM)$168.4M