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Building 2ELEVATE PLANNERS

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Phone347-506-6061
NotebookSEC #801-130866
Total AUM
$9.9M
Employees
1
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
347-506-6061

ReceiptFinancials

Total AUM
$9.9M
Accounts
34
Discretionary
$9.9M
Accounts
34
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$2M
HNW Individual Clients
5
AUM
$7.9M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNVNYTX

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

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