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Grant Daley

Eltekon Advisors, LLC.

West Lake Hills, TX

CRD 7968522

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Employer firm

Eltekon Advisors, LLC. CRD 115371

$340M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Eltekon Advisors, Llc.

3839 Bee Caves Rd Suite 120, West Lake Hills, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-30
  • TX RA
    APPROVED
    Since 2024-09-30

Branch Locations

3839 Bee Caves Rd Suite 120, West Lake Hills, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eltekon Advisors, Llc West Lake Hills TX 08/2024 Present
University Of California, Berkeley Berkeley CA 06/2020 05/2024
Na Martinez CA 08/2014 04/2022
Acre Investments Pleasanton CA 05/2022 07/2023
  • 08/2024 → Present
    Eltekon Advisors, Llc
    West Lake Hills, TX
  • 06/2020 → 05/2024
    University Of California, Berkeley
    Berkeley, CA
  • 08/2014 → 04/2022
    Na
    Martinez, CA
  • 05/2022 → 07/2023
    Acre Investments
    Pleasanton, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-30
  • S65 Uniform Investment Adviser Law Examination
    2024-09-30

View on SEC IAPD

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