Elevated Capital Advisors is an investment advisor in Sandy with $368.46 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473912684
SEC advisor number
801-110864
FINRA CRD number
226721
AUM ?
$375.28 mm
(as of 14 Mar 24)
Accounts
2,382
(as of 14 Mar 24)
Employees
10
(9 investment advisory or research)
Address
Elevated Capital Advisors
9350 S. 150 E. SUITE 320
SANDY
UT 84070
9350 S. 150 E. SUITE 320
SANDY
UT 84070
Phone
801-639-0095
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Aug 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
6 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Oct 21
13F-HR
Quarterly holdings report by institutional manager
21 Apr 21