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Building 2ELEVAGE PARTNERS, LLC

Map pinRENO, NV
Phone(800) 725-1622
NotebookSEC #801-112475
Total AUM
$154.6M
Employees
8
Clients
368

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5470 KIETZKE LANE
SUITE 300
RENO
NV 89511
United States
Operating Hours
9AM -5PM
APPT ONLY
Phone
(800) 725-1622
Other Offices
6

ReceiptFinancials

Total AUM
$154.6M
Accounts
790
Discretionary
$144.8M
Accounts
700
Non-Discretionary
$9.8M
Accounts
90

ContactClients

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Individual Clients
342
AUM
$85.1M
HNW Individual Clients
23
AUM
$66.7M
Corporation or Business Clients
3
AUM
$2.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTIDMAMDNJNVNYOHTXUTWA

HandshakeAffiliates

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

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