Elevated Asset Management LLC
Elevated Asset Management LLC (CRD# 290067) is a financial advisory firm headquartered in Jackson, WY. They manage $31,084,182 in 225 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Elevated Asset Management LLC
By the Numbers
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Total Assets Under Management31MILLION
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Total Number of Accounts225ACCOUNTS
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Average Account Value$138,152
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, ID, MN, TX, WY
Financial Advisors at Elevated Asset Management LLC
1
Nathan Lundquist (CRD# 2973417) is an Investment Advisor Representative working at Elevated Asset Management LLC in Jackson, WY and has over 26 years of experience in the finance industry.
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