# ELITE RETIREMENT GROUP, INC.

ELITE RETIREMENT GROUP, INC. of PLOVER, WI is an SEC-registered investment adviser.

## Registration

- CRD: 312178
- Type: SEC-registered investment adviser
- SEC file number: 801-129944
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Lee Marcell | CEO AND CCO | — |
| MARCELL PATRICK LEE | CEO AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312178/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312178/similar
- Related entities: https://search.stillhousedata.com/firm/312178/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312178

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.