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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-14-2011
- Office Locations
- 10
Office Locations
About ELE Advisory Services, INC
ELE Advisory Services (ELE Wealth Management) is a Southfield, MI-based advisory firm focused on retirement and income planning. The team helps clients with company retirement programs, IRA rollovers, investment options for retirement plans, insurance and estate planning, and tax preparation support. The firm is known for delivering educational seminars and webinars for major employers and community organizations; custodians include Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ELLIS NUROGAR LIDDELL
Chief Compliance Officer, Chief Executive Officer, Director
- CRD
- #1035964
- Ownership
- 75% or more
TAMMIE MOORE PARRAN
Chief Financial Officer
- CRD
- #4466243
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Stephan Benjamin Dickens-Greenaway
--
- CRD
- #7879154
MARCELLE GORDON
--
- CRD
- #4514544
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $136,526,405 | $88,424 |
| Total | $136,526,405 | $88,424 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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