ELEVATE CAPITAL ADVISORS

313 Chambers Ave.
Suite D
Eagle, Colorado 81631
Tel: 970-328-7526

About ELEVATE CAPITAL ADVISORS

ELEVATE CAPITAL ADVISORS, formally registered with the SEC as ELEVATE CAPITAL ADVISORS. The firm was established in 12/18/2020. They have over 1 offices throughout the country.

ELEVATE CAPITAL ADVISORS is a Eagle, Colorado based Financial Planning firm with nearly $156,486,120 assets under management, offering retirement planning & investment advisory services to 589 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288190
SEC#	801-119997
Assets Managed by Firm	$156,486,120
No. of Clients	589
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (COMMISSIONS FROM INSURANCE SALES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	589	$156,486,120
Individuals (other than high net worth individuals)	109	$34,075,201
High net worth individuals	94	$119,710,519
Pension and profit sharing plans	2	$701,670
Charitable organizations	2	$1,214,351
Corporations or other businesses	8	$784,379

More Retirement Planning firms in Eagle, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Eagle, Colorado

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.