James Elliott (CRD# 6714261) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 7 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 4327629
Srs Capital Advisors, Inc.
CRD# 3169018
Elevate Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspen Grove Capital, LLC | Avon, CO | Dec 2015 - Current | 8 |
| Spicer Jeffries LLP | Greenwood Village, CO | Sep 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- CO
-
Total Assets Under Management5,240MILLIONS
-
Total Number of Accounts2,618ACCOUNTS
-
Average Account Value$2,001,343
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL
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