Elion Partners, LLC
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Learn more about Elion Partners, LLC
Overview
Elion Partners, LLC is a financial advisor company located in North Miami Beach, Florida. The firm administers $1.4 billion in assets under management throughout 31 client accounts, placing it among the biggest firms in the country by assets under management (AUM). The firm has an average-sized team, including 20 financial advisors. Elion Partners, LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like bonds, options and equities.
Elion Partners, LLC manages all of the firm's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell choices without requiring the customer's permission. The advisory firm's typical account size is $43.7 million. The typical financial advisor at Elion Partners, LLC oversees about two client accounts, making it one of the most personalized firms in the country.
The firm's main office is at 3323 Ne 163Rd St, North Miami Beach, Florida 33160. It is registered to serve investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Elion Partners, LLC by the Numbers
$1.4 billion
42
31
$43.7 million
Fee Structure
Financial advisory fees largely vary depending on which services the firm provides the client. However, fees charged by the firm may include the following fee types: asset-based, fixed, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Elion Partners, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 31 customers, Elion Partners, LLC's biggest client is pooled investment vehicles. Around 23% of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Elion Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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