Elevage Partners, LLC

Elevage Partners, LLC (CRD# 158386) is a financial advisory firm headquartered in Reno, NV. They manage $162,468,255 in 803 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    803
    ACCOUNTS
  • Average Account Value
    $202,327
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, MA, MD, NJ, NV, NY, TX, UT, WA

Financial Advisors at Elevage Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Charles L. Copeland
CRD#: 3046149
8880 Rio San Diego Drive, Suite 800, San Diego, CA 92108

Charles Copeland (CRD# 3046149) is an Investment Advisor Representative working at Elevage Partners, LLC in San Diego, CA and has over 14 years of experience in the finance industry.

2
Jeffery D. Powell
CRD#: 1805180
5470 Kietzke Lane, Suite 300, Reno, NV 89511

Jeffery Powell (CRD# 1805180) is an Investment Advisor Representative working at Elevage Partners, LLC in Reno, NV and has over 36 years of experience in the finance industry.

3
Lori D. Powell
CRD#: 1620919
5470 Kietzke Lane, Suite 300, Reno, NV 89511

Lori Powell (CRD# 1620919) is an Investment Advisor Representative working at Elevage Partners, LLC in Reno, NV and has over 35 years of experience in the finance industry.

4
David M. Smith
CRD#: 6175910
5470 Kietzke Lane, Suite 300, Reno, NV 89511

David Smith (CRD# 6175910) is an Investment Advisor Representative working at Elevage Partners, LLC in Reno, NV and has over 10 years of experience in the finance industry.

5
Mark A. Zembo
CRD#: 2500496
734 Bliss Road, Longmeadow, MA 01106

Mark Zembo (CRD# 2500496) is an Investment Advisor Representative working at Elevage Partners, LLC in Longmeadow, MA and has over 17 years of experience in the finance industry.

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