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Ele Advisory Services, Inc

● SEC registered since 2020CRD 148228SEC# 801-117442Southfield, MI
Export (members)
Reg. AUM
$136.5M
Employees
13
Accounts
1,544
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 $136.5 million in regulatory assets under management and employs 13 people.

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 $136.5 million in regulatory assets under management on its Form ADV.

How many employees does Ele Advisory Services, Inc have?

Ele Advisory Services, Inc reports 13 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

Regulatory AUM

$136.5M▲ 37%
Feb '25 — $99.9MMar '25 — $99.9MApr '25 — $125.5MMay '25 — $125.5MJun '25 — $125.5MJul '25 — $125.5MAug '25 — $125.5MSep '25 — $125.5MOct '25 — $125.5MNov '25 — $125.5MDec '25 — $125.5MJan '26 — $125.5MFeb '26 — $125.5MMar '26 — $136.5MApr '26 — $136.5MMay '26 — $136.5MJun '26 — $136.5M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$136.5Mregulatory AUM
Discretionary $0Non-discretionary $136.5M