5470 Kietzke Lane
Suite 300
Reno, Nevada 89511
Tel: (800) 725-1622
ELEVAGE PARTNERS, LLC, formally registered with the SEC as ELEVAGE PARTNERS, LLC. The firm was established in 02/20/2018. They have over 7 offices throughout the country.
ELEVAGE PARTNERS, LLC is a Reno, Nevada based Financial Planning firm with nearly $143,776,268 assets under management, offering retirement planning & investment advisory services to 1140 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 158386 |
SEC# | 801-112475 |
Assets Managed by Firm | $143,776,268 |
No. of Clients | 1140 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1140 | $143,776,268 |
Individuals (other than high net worth individuals) | 342 | $77,015,051 |
High net worth individuals | 23 | $59,857,193 |
Corporations or other businesses | 3 | $2,438,393 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$17,032,495,600 | 83 | 8 | |
$6,645,705,545 | 99569 | 28 | |
$6,522,387,220 | 16327 | 149 | |
$5,194,180,776 | 21408 | 264 | |
$4,662,466,719 | 28 | 45 |
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