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Building 2ELEVATED CAPITAL ADVISORS, LLC

Map pinDRAPER, UT
Phone385-237-3338
NotebookSEC #801-110864
Total AUM
$499.1M
Employees
30
Clients
1,008

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11925 SOUTH 700 EAST
DRAPER
UT 84020
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
385-237-3338
Other Offices
10

ReceiptFinancials

Total AUM
$499.1M
Accounts
2,428
Discretionary
$494.1M
Accounts
2,406
Non-Discretionary
$5.1M
Accounts
22

ContactClients

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Individual Clients
878
AUM
$250.9M
HNW Individual Clients
128
AUM
$246.2M
Pension/Profit Sharing Plan Clients
1
AUM
$2M
Corporation or Business Clients
1
AUM
$103.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAIDILKSLAMAMEMOMTNCNENHNJNMNVOKORPATXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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