Elevation Capital Advisory, LLC
Elevation Capital Advisory, LLC (CRD# 171473) is a financial advisory firm headquartered in Bend, OR. They manage $50,700,000 in 600 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management51MILLION
Total Number of Accounts600ACCOUNTS
Average Account Value$84,500
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Peter Mendell (CRD# 6030698) is an Investment Advisor Representative working at Elevation Capital Advisory, LLC in Bend, OR and has over 6 years of experience in the finance industry.
Ryan Sanford (CRD# 6404567) is an Investment Advisor Representative working at Elevation Capital Advisory, LLC in Bend, OR and has over 3 years of experience in the finance industry.