Elevate Financial

RIASEC Registered

Total AUM

$8.9M

Discretionary

$5M

57% of AUM

Avg account

$189K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 172375
Website: www.elevatefin.com
Custodians: ADP BROKER-DEALER, INC., BETTERMENT, ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals56.68%
Pension & Profit Sharing Plans43.32%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Elevate Financial operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm caters to a diverse client base, including individuals, families, and institutional clients. Elevate Financial offers a range of services such as financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. The firm does not focus on ESG investments and does not operate as a multi-state adviser.