ELEVATION ADVISORY PARTNERS LLC

ORLANDO, Florida·4 registered advisors·CRD# 312170
SEC# 801-1206581407-567-1901
01

Firm Overview

AUM
$172M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ELEVATION ADVISORY PARTNERS LLC

4 registered advisors
Brian M Truxaw
ORLANDO, Florida
Edith Christina Lynch
ORLANDO, Florida
John Ward Harrison
ORLANDO, Florida
Lindsey Lee Chrystan
LONGWOOD, Florida
05

Office Locations

ORLANDO, Florida
3 advisors
LONGWOOD, Florida
1 advisor

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Data sourced from SEC Form ADV filings. ELEVATION ADVISORY PARTNERS LLC (CRD# 312170) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.