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ELEVATED CAPITAL ADVISORS, LLC

Tel: 385-237-3338
11925 South 700 East
Draper, Utah  84020

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ELEVATED CAPITAL ADVISORS, LLC

ELEVATED CAPITAL ADVISORS, LLC is a Draper, Utah based financial advisory firm with nearly $375,281,037 in assets under management and provides investment advisory services for 2382 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS, WORKSHOPS / SEMI

Firm CRD#:

226721

SEC#:

801-110864

No. of Clients:

2382

Assets under Management

$375,281,037

No. of Advisors:

10

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