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Home > Retirement Planners > florida > orlando > ELEVATION ADVISORY PARTNERS LLC
ELEVATION ADVISORY PARTNERS LLC
3505 Lake Lynda Drive
Suite 200
Orlando, Florida 32817
Tel: 913-827-4588
About ELEVATION ADVISORY PARTNERS LLC
ELEVATION ADVISORY PARTNERS LLC, formally registered with the SEC as ELEVATION ADVISORY PARTNERS LLC. The firm was established in 03/31/2021. They have over 4 offices throughout the country.
ELEVATION ADVISORY PARTNERS LLC is a Orlando, Florida based Financial Planning firm with nearly $205,795,570 assets under management, offering retirement planning & investment advisory services to 987 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312170 |
| SEC# | 801-120658 |
| Assets Managed by Firm | $205,795,570 |
| No. of Clients | 987 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 987 | $205,795,570 |
| Individuals (other than high net worth individuals) | 941 | $149,125,804 |
| High net worth individuals | 25 | $51,126,332 |
| Pension and profit sharing plans | 12 | $1,906,617 |
| Corporations or other businesses | 4 | $2,964,170 |
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