Ele Advisory Services, Inc.

Ele Advisory Services, Inc. (CRD# 148228) is a financial advisory firm headquartered in Southfield, MI. They manage $99,892,397 in 1,313 accounts and serve the financial needs of clients across 27 states (or territories).

Current Firm Details
18700 W. 10 Mile Road, Suite 100, Southfield, MI 48075
https://www.elewealth.com
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    1,313
    ACCOUNTS
  • Average Account Value
    $76,080
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, MN, MO, MS, NC, ND, NY, OK, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Ele Advisory Services, Inc.
Showing 11 - 13 of 13 top financial advisors.
11
Kelly Larson, financial advisor Southfield MI
Kelly K. Larson
CRD#: 7799322
18700 W. 10 Mile Road, Suite 100, Southfield, MI 48075

Kelly Larson (CRD# 7799322) is an Investment Advisor Representative working at Ele Advisory Services, Inc. in Southfield, MI and has 1 year of experience in the finance industry.

12
Allan Leffler, financial advisor Trinity FL
Allan R. Leffler
CRD#: 1136524
Trinity, FL

Allan Leffler (CRD# 1136524) is an Investment Advisor Representative working at Ele Advisory Services, Inc. in Trinity, FL and has over 40 years of experience in the finance industry.

13
Ellis Liddell, financial advisor Marietta GA
Ellis N. Liddell
CRD#: 7417684
Marietta, GA

Ellis Liddell (CRD# 7417684) is an Investment Advisor Representative working at Ele Advisory Services, Inc. in Marietta, GA and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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