1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ELEVATE PLANNERS

Map pin
Phone347-506-6061
NotebookSEC #801-134828
Total AUM
$25.9M
Employees
1
Clients
46

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
$25.9M
Accounts
133
Discretionary
$25.9M
Accounts
133
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
32
AUM
$6M
HNW Individual Clients
12
AUM
$20M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

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
CANVNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account