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Building 2ELEVATION ADVISORY PARTNERS LLC

Map pinORLANDO, FL
Phone913-827-4588
NotebookSEC #801-120658
Total AUM
$226M
Employees
5
Clients
378

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3505 LAKE LYNDA DRIVE
SUITE 200
ORLANDO
FL 32817
United States
Operating Hours
9AM - 4PM
Monday - Friday
Phone
913-827-4588
Other Offices
1

ReceiptFinancials

Total AUM
$226M
Accounts
1,007
Discretionary
$226M
Accounts
1,007
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
320
AUM
$91.1M
HNW Individual Clients
58
AUM
$134.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL FINANCIAL PLANNING/CONSULTING RENEWAL

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAKSLAMONEPATX

HandshakeAffiliates

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

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