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American Elite Retirement, LLC (West Des Moines)


American Elite Retirement, LLC is an adviser based in West Des Moines. It manages $233.31 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2010.




American Elite Retirement provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

American Elite Retirement: assets under management

The assets under management (AUM) of American Elite Retirement, LLC is $233.31 thousand. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $130.2 thousand in discretionary accounts and $103.11 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $65.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $103.11 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay American Elite Retirement, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in West Des Moines

The principal office where American Elite Retirement, LLC performs its advisory services is located at 5700 University Ave., West Des Moines, IA 50266, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-969-7384 or by fax 515-224-6849. The normal business hours are 8:00a.m. - 5:00p.m. cst on Monday - Friday.


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