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ELEVATION CAPITAL ADVISORY
775 Sw Bonnett Way
Suite 220
Bend, Oregon 97702
Tel: (541) 728-0321
About ELEVATION CAPITAL ADVISORY
ELEVATION CAPITAL ADVISORY, formally registered with the SEC as ELEVATION CAPITAL ADVISORY. The firm was established in 05/18/2020. They have over 2 offices throughout the country.
ELEVATION CAPITAL ADVISORY is a Bend, Oregon based Financial Planning firm with nearly $241,169,331 assets under management, offering retirement planning & investment advisory services to 1733 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171473 |
| SEC# | 801-118748 |
| Assets Managed by Firm | $241,169,331 |
| No. of Clients | 1733 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1733 | $241,169,331 |
| Individuals (other than high net worth individuals) | 918 | $200,298,937 |
| High net worth individuals | 27 | $40,071,757 |
| Pension and profit sharing plans | Fewer than 5 clients | $383,627 |
| Corporations or other businesses | Fewer than 5 clients | $415,010 |
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