Elite Life Management

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

2170 Main St Ste 401, Sarasota, Florida,...

Phone Number

(833) 823-0324

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading

About Elite Life Management

Elite Life Management provides a comprehensive range of wealth services tailored for high performers, including athletes, doctors, executives, and business owners. As part of the HBK family of professional service companies, they emphasize a holistic approach to financial planning that goes beyond traditional investment portfolios. Their services include financial planning, insurance, retirement planning, investment management, and wealth transfer strategies. With a commitment to understanding clients' unique financial situations, Elite Life Management aims to deliver customized solutions that align with their clients' long-term goals.Explore more
Elite Life Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Elite Life Management Org Chart

PhoneEmail
Jeremy Shelby, President at Elite Life Management
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Elite Life Management

<$5M
11-50
Private
-
2020
Jeremy Shelby, President at Elite Life Management
Jeremy ShelbyPresident
$9.5M
11-50
Private
<$5M
2004
JC
J . CollinsPartner & CEO
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
11-50
Private
-
2015
SG
Scott GriffinDeputy Chief Compliance Officer
<$5M
1-10
Private
-
2014
LF
Lindsay FiorePartner & Chief Operating Officer
Illustration of an envelope

Elite Life Management Tech Stack

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Frequently Asked Questions Regarding Elite Life Management

What is Elite Life Management's official website?
Elite Life Management's official website is www.elitelifeteam.com
What is Elite Life Management's Revenue?
Elite Life Management's revenue is <$5 Million
What is Elite Life Management's SIC code?
Elite Life Management's SIC: 62,628
What is Elite Life Management's NAICS code?
Elite Life Management's NAICS: 52,523
How many employees does Elite Life Management have?
Elite Life Management has 11-50 employees
What industry does Elite Life Management belong to?
Elite Life Management is in the industry of: Finance, Insurance, Securities Trading
What is Elite Life Management competition?
Elite Life Management top competitors include: Dowd Financial Group, Fidato Wealth, Aurora Private Wealth, Greenspring Advisors
What technology does Elite Life Management use?
Some of the popular technologies that Elite Life Management uses are: WordPress.org, GoDaddy DNS, Google Workspace, Gmail
How do I contact Elite Life Management?
Elite Life Management contact info: Phone number: (833) 823-0324 Website: www.elitelifeteam.com
What does Elite Life Management do?

Elite Life Management provides a comprehensive range of wealth services tailored for high performers, including athletes, doctors, executives, and business owners. As part of the HBK family of professional service companies, they emphasize a holistic approach to financial planning that goes beyond traditional investment portfolios. Their services i... nclude financial planning, insurance, retirement planning, investment management, and wealth transfer strategies. With a commitment to understanding clients' unique financial situations, Elite Life Management aims to deliver customized solutions that align with their clients' long-term goals.Read More

What are Elite Life Management social media links?
Elite Life Management Linkedin page
Is Elite Life Management a public company?
Elite Life Management is private company therefore does not currently have an official ticker symbol
See more information about Elite Life Management

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