ELEVATION CAPITAL ADVISORY, LLC

ELEVATION CAPITAL ADVISORY
BEND, Oregon·1 registered advisor·CRD# 171473
SEC# 801-1187481(541) 728-0321
01

Firm Overview

AUM
$200M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ELEVATION CAPITAL ADVISORY, LLC

1 registered advisor
Ryan Robert Sanford
BEND, Oregon
05

Office Locations

BEND, Oregon
1 advisor

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Data sourced from SEC Form ADV filings. ELEVATION CAPITAL ADVISORY, LLC (CRD# 171473) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.