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Building 2ELEVATION CAPITAL ADVISORY

Map pinBEND, OR
Phone(541) 728-0321
NotebookSEC #801-118748
Total AUM
$252.9M
Employees
8
Clients
632

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
775 SW BONNETT WAY
SUITE 220
BEND
OR 97702
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
(541) 728-0321
Other Offices
1

ReceiptFinancials

Total AUM
$252.9M
Accounts
1,471
Discretionary
$252.9M
Accounts
1,471
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
570
AUM
$159.1M
HNW Individual Clients
61
AUM
$92.8M
Corporation or Business Clients
1
AUM
$989.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDNCNHORTXUTWA

HandshakeAffiliates

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

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