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Ryan Robert Sanford

ELEVATION CAPITAL ADVISORY, LLC·BEND, Oregon
Clean recordELEVATION CAPITAL ADVISORY, LLC
775 SW BONNETT WAY, BEND, OR 97702CRD# 6404567Firm CRD# 171473

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Robert Sanford · BEND, OR
Registration
CRD #6404567 · ELEVATION CAPITAL ADVISORY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ryan Robert Sanford is a registered financial advisor based in BEND, Oregon, affiliated with ELEVATION CAPITAL ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ELEVATION CAPITAL ADVISORY, LLC
ELEVATION CAPITAL ADVISORY
AUM
$200M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ELEVATION CAPITAL ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6404567
Firm CRD# 171473
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ryan Robert Sanford offer?
Ryan Robert Sanford specializes in Financial Planning, Investment Management. Contact their office in BEND, Oregon for a consultation.
What are Ryan Robert Sanford's credentials?
Ryan Robert Sanford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan Robert Sanford located?
Ryan Robert Sanford is based in BEND, Oregon, working with ELEVATION CAPITAL ADVISORY, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.
How does Ryan Robert Sanford charge for services?
Ryan Robert Sanford's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELEVATION CAPITAL ADVISORY, LLC?
ELEVATION CAPITAL ADVISORY, LLC has approximately 8 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
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City Guides
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Research
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