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ELEVATION CAPITAL ADVISORY

Tel: (541) 728-0321
775 Sw Bonnett Way
Suite 220
Bend, Oregon  97702

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ELEVATION CAPITAL ADVISORY

ELEVATION CAPITAL ADVISORY is a Bend, Oregon based financial advisory firm with nearly $241,169,331 in assets under management and provides investment advisory services for 1733 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

171473

SEC#:

801-118748

No. of Clients:

1733

Assets under Management

$241,169,331

No. of Advisors:

8

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