$15.2M Total AUM
$15.2M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
11 yrs Firm Age
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- Custodian
- SEI ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Pathway vectorLegacy insight +more
- Established Date
- 01-14-2015
- Office Locations
- 1
Office Locations
-- Chicago IL
About Elite Focus Private Wealth, LLC
Elite Focus Private Wealth is an independent Chicago-based RIA providing customized financial planning and investment management for affluent individuals, families, and business owners. The firm emphasizes disciplined asset allocation and risk management, with portfolios heavily implemented via ETFs alongside select public funds and municipal bonds. Custody is supported through Charles Schwab.
Team overview
-- AVG AGE
$15.2M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Foundation peak
Client Personas
Legacy momentum
Custodian
Timber bridge
Investment Themes
Horizon alpha Vital
Investment Vehicles
Wave pathway
Services
Quantum Value Signal catalyst Timber focus Summit catalyst Summit Bridge Optima
Technology
Prime Eagle Value Oak peak
Owner & Executives
WILLIAM R GRIFFIOEN
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #4248434
- Ownership
- 75% or more
(879) 796-6821
vital.eagle@atlascapital.com
in linkedin.com/in/harbor-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,156,379 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,156,379 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,156,379
Public Funds:
19.9% Equity - Exchange:
19.3% Cash:
10.4% Municipal Bonds:
50.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $810,592,225 | 19.9% |
| Equity - Exchange | $786,152,258 | 19.3% |
| Cash | $423,626,087 | 10.4% |
| Municipal Bonds | $2,052,957,194 | 50.4% |
| Total | $4,073,327,764 | 100.0% |