E
$45.7M Total AUM
$45.7M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-15-2003
- Office Locations
- 1
Office Locations
-- Summit NJ
About Elliot Investment Management, LLC
Elliot Investment Management, LLC is a Summit, NJ boutique RIA led by Managing Director Steven Elliot Rokeach. The firm provides portfolio construction, asset allocation, risk management and tax planning, with insurance/annuity implementation as needed. Portfolios are ETF-centric with complementary fixed income (munis and corporates) and cash sleeves, custodied at Schwab.
Team overview
50 AVG AGE
$45.7M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
22.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
S
STEVEN ELLIOT ROKEACH
Managing Director
- CRD
- #4700033
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,697,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,697,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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