ELITE RETIREMENT GROUP, INC.

ELITE RETIREMENT GROUP, INC. of PLOVER, WI is an SEC-registered investment adviser (CRD 312178). Regulatory assets under management: $168.4M.

Registration

• CRD: 312178
• SEC file number: 801-129944
• Type: Registered investment adviser
• Location: 1320 OKRAY AVE., PLOVER, WI, 54467
• Phone: 715-341-8899
• Latest filing: 2025-03-04
• Regulatory AUM: $168.4M
• Discretionary AUM: $168.4M
• Clients: 4
• Accounts: 1,941

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312178 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search