Team Elevated Asset Management
Team Elevated Asset Management (CRD# 321979) is a financial advisory firm headquartered in Thousand Oaks, CA. They serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Team Elevated Asset Management
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV
Financial Advisors at Team Elevated Asset Management
1
Kon Son (CRD# 5139608) is an Investment Advisor Representative working at Team Elevated Asset Management in Thousand Oaks, CA and has over 17 years of experience in the finance industry.
2
James Yoo (CRD# 4640401) is an Investment Advisor Representative working at Team Elevated Asset Management in Thousand Oaks, CA and has over 20 years of experience in the finance industry.
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