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Building 2ELEVATE CAPITAL ADVISORS

Map pinEAGLE, CO
Phone970-328-7526
NotebookSEC #801-119997
Total AUM
$183.3M
Employees
6
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
313 CHAMBERS AVE.
SUITE D
EAGLE
CO 81631
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
970-328-7526

ReceiptFinancials

Total AUM
$183.3M
Accounts
566
Discretionary
$176M
Accounts
540
Non-Discretionary
$7.3M
Accounts
26

ContactClients

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Individual Clients
118
AUM
$40.5M
HNW Individual Clients
82
AUM
$139.6M
Pension/Profit Sharing Plan Clients
2
AUM
$823K
Charitable Organization Clients
2
AUM
$1.5M
Corporation or Business Clients
6
AUM
$849.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
COMMISSIONS FROM INSURANCE SALES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLLAMNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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