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ELEVAGE PARTNERS, LLC
5470 Kietzke Lane
Suite 300
Reno, Nevada 89511
Tel: (800) 725-1622
About ELEVAGE PARTNERS, LLC
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| 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 |
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