EC
EC

Elia Alicia Ramirez Cruz

5 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
3,253 clients
Average Client Portfolio
$151K average
Assets Under Management
$489.9M

Fee Structure

Minimum Investment:$20K
Financial Planning:Investment management only
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Location

3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Elia works full-time in senior operations support roles for Concorde Holdings, Inc. and Concorde Asset Management, LLC, both investment-related companies.

Employment History
Current Registrations
Concorde Asset Management, LLC
November 2021 - Present · 4 yrs 3 mos
Concorde Investment Services, LLCBroker
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2018 - March 2020 · 1 yr 6 mos
Wells Fargo Clearing Services, LLCBroker
August 2018 - March 2020 · 1 yr 7 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.