Elevate Capital Advisors
Elevate Capital Advisors (CRD# 288190) is a financial advisory firm headquartered in Eagle, CO. They manage $139,761,945 in 597 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management140MILLION
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Total Number of Accounts597ACCOUNTS
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Average Account Value$234,107
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
AZ, CO, LA, MN, NH, TX
Kenneth Armstrong (CRD# 3169018) is an Investment Advisor Representative working at Elevate Capital Advisors in Eagle, CO and has over 21 years of experience in the finance industry.
Shane Fleury (CRD# 4837994) is an Investment Advisor Representative working at Elevate Capital Advisors in Eagle, CO and has over 12 years of experience in the finance industry.
Kyle Lottman (CRD# 6168323) is an Investment Advisor Representative working at Elevate Capital Advisors in Wayzata, MN and has over 11 years of experience in the finance industry.