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ELITE PORTFOLIOS

CARMEL BY THE SEA, CA · CRD 327535 · IAPD ↗ · elitetamp.com · 402-670-7704

$322,063Regulatory AUM
0Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
December 2025 — ELITE PORTFOLIOS moved its main office from ALPHARETTA, GA to CARMEL BY THE SEA, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2024 — ELITE PORTFOLIOS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.