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Elite Retirement Group, Inc.

● SEC registered since 2024CRD 312178Plover, WI
Export (members)
Reg. AUM
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Employees
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Accounts
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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.
www.facebook.com/eliteretirementgroupView on SEC.gov ↗

Elite Retirement Group, Inc. owners & executives

0 reported
None reported.

Frequently asked questions

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
SEC regionChicago Regional Office (CHRO)

Regulatory AUM

$168.4MNo change
Mar '25 — $168.4MApr '25 — $168.4MMay '25 — $168.4MJun '25 — $168.4MJul '25 — $168.4MAug '25 — $168.4MSep '25 — $168.4MOct '25 — $168.4MNov '25 — $168.4MDec '25 — $168.4MJan '26 — $168.4MFeb '26 — $168.4MMar '26 — $168.4MApr '26 — $168.4MMay '26 — $168.4MJun '26 — $168.4MJul '26 — $168.4MAug '26 — $168.4M
Mar '25Form ADV, monthlyAug '26