Elite Financial, Inc.
● SEC registered since 2020CRD 286667SEC# 801-119574Lewiston, ID
Reg. AUM
$274.2M
Employees
1
Accounts
1,149
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 $274.2 million in regulatory assets under management and employs 1 people.
Elite Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Lee Skinner Control | Cco And Owner | Over 75% | 2009 |
Frequently asked questions
How much does Elite Financial, Inc. manage?
Elite Financial, Inc. reports $274.2 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
| Address | 739 Bryden, Suite B, Lewiston, ID 83501 |
| Phone | 208-746-2007 |
| Fax | 208-746-0999 |
| Office hours | 8-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$274.2M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$274.2Mregulatory AUM
Discretionary $274.2M