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CRD: 310082
Elle Investment Group LLC
Greensburg, PA, 15601
7248354272
$14.9M Total AUM
$14.5M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2020
- Office Locations
- 1
Office Locations
41 W Otterman ST 310 Greensburg PA
About Elle Investment Group LLC
Elle Investment Group LLC is a Greensburg-based RIA. The firm has been operating for 5 years. Managing $14.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$14.9M AVG AUM / ADVISOR
$186.3K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vertex atlas
Investment Themes
Prime
Investment Vehicles
Delta capital Timber
Services
Quantum Frontier North capital Alpha
Owner & Executives
SUZANNE JEAN KERLIN WARD
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5929396
- Ownership
- 75% or more
(274) 486-5014
horizon.delta@pioneercapital.com
in linkedin.com/in/ridge-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,500,000 | -- |
| Non-Discretionary | $400,000 | -- |
| Total | $14,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,900,000
Public Funds:
31.2% Cash:
68.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,732,133,620 | 31.2% |
| Cash | $6,024,704,905 | 68.8% |
| Total | $8,756,838,525 | 100.0% |