Ron
Elzig

Hidden Cove Wealth Management

CRD#2040931
Investment Advisor
in Bainbridge Island, WA

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About this Advisor

Ron Elzig is a financial advisor based in Bainbridge Island, Washington, working with Hidden Cove Wealth Management. Ron has previously held positions at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Resources Investment Advisors, LLC, One Strategic Capital, Inc, and Hidden Cove Wealth Management, LLC. Ron has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Ron is part of Hidden Cove Wealth Management, which operates out of Bainbridge Island, Washington. The firm has 7 employees and manages assets totaling $252.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Hidden Cove Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

249 Winslow Way East Suite 100
Bainbridge Island, WA 98110

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Hidden Cove Wealth Management Brokerage Details

Total Assets Under Management

$252,904,408

WA Average: $3,566,627,242
Total Number of Employees

7

WA Average: 46
Total Number of Accounts

839

WA Average: 1,499
Average Account Size

$301,436

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ron Elzig Work History

2022 - Present (2 years)

Hidden Cove Wealth Management, LLC

2021 - Present (3 years)

Resources Investment Advisors, LLC

2021 - Present (3 years)

One Strategic Capital, Inc

2009 - 2021 (12 years)

Morgan Stanley Smith Barney

2003 - 2021 (18 years)

Citigroup Global Markets Inc

Disclosures

Please visit the SEC profile of Ron Elzig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hidden Cove Wealth Management

Jordan Bingham
Bainbridge Island, WA
Andrew Turner
Bainbridge Island, WA
Ashley Goggins
Bainbridge Island, WA
Shane Dir
Bainbridge Island, WA
Ron Elzig
Bainbridge Island, WA
Jonathan Magee
Bainbridge Island, WA
Chad Bearden
Bainbridge Island, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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