AMERICAN ELITE RETIREMENT, LLC
AMERICAN ELITE RETIREMENT, LLC of WEST DES MOINES, IA is an SEC-registered investment adviser (CRD 152499). Regulatory assets under management: $233K.
Registration
- CRD: 152499
- SEC file number: 801-71204
- Type: Registered investment adviser
- Location: 5700 UNIVERSITY AVE., SUITE 250, WEST DES MOINES, IA, 50266
- Phone: 888-969-7384
- Latest filing: 2011-10-07
- Regulatory AUM: $233K
- Discretionary AUM: $130K
- Non-discretionary AUM: $103K
- Clients: 1
- Accounts: 3
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| ROBERTS WILLIAM JOHN | CHIEF COMPLIANCE OFFICER | — |
| WINGERT KEVIN ROBERT | MANAGING MEMBER; PRESIDENT, CEO | — |
| SORENSEN MARK ROYAL | VICE PRESIDENT OF MONEY MANAGEMENT | — |
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