Elite Retirement Group, Inc.
● SEC registered since 2024CRD 312178SEC# 801-129944Plover, WI
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.
Elite Retirement Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Lee Marcell Control | Ceo And Cco | Over 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
| Address | 1320 Okray Ave., Plover, WI 54467 |
| Phone | 715-341-8899 |
| Office hours | By Appt. Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168.4MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$168.4Mregulatory AUM
Discretionary $168.4M