Adviser Profile
| As of Date | 05/31/2025 |
| Registration status | Registration Changed to ELITE INCOME ADVISORS, INC. |
| ADV Location | ELLICOTT CITY, MD, United States |
| Contact Info | 443 xxxxxxx |
| Websites |
| AUM* | 150,103,195 |
| of that, discretionary | 150,103,195 |
| Number of Employees | 9 29% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 136,457 |
| % High Net Worth | 13.25% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds