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

100 E Thousand Oaks Blvd, Suite 140, Thousand Oaks, CA 91360

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

0

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Kon Son

CRD#: 5139608

100 E Thousand Oaks Blvd, Suite 140, Thousand Oaks, CA 91360

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.

James M. Yoo

CRD#: 4640401

100 E Thousand Oaks Blvd, Suite 140, Thousand Oaks, CA 91360

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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