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ELEVATE CAPITAL GROUP, LLC
ELEVATE CAPITAL GROUP, LLC
NEWPORT BEACH, California
·
5 registered advisors
·
CRD# 332775
SEC# 801-131140
0
949-577-2578
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at ELEVATE CAPITAL GROUP, LLC
5 registered advisors
James Anthony Thornton
NEWPORT BEACH, California
CRD# 7130321
Jason Michael Rotman
NEWPORT BEACH, California
CRD# 7266882
John Thomas Irvin
NEWPORT BEACH, California
CRD# 4646573
Spencer Colton Spracklen
NEWPORT BEACH, California
CRD# 7976735
Stephen John Peterson
NEWPORT BEACH, California
CRD# 6262023
05
Office Locations
NEWPORT BEACH, California
5 advisors
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Data sourced from SEC Form ADV filings. ELEVATE CAPITAL GROUP, LLC (CRD# 332775) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.