Assets Under Management
$433.0M
Number of Clients
1,031
Number of Advisors
20
Average Client AUM
$420K
AUM per Advisor
$21.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Elevated Capital Advisors, LLC (ECA) offers investment management and financial planning services. They review client objectives, recommend investments (stocks, bonds, ETFs, etc.), and prepare Investment Policy Statements. Services are provided through affiliated financial advisors. ECA also offers financial planning to help clients achieve their financial goals.
11925 South 700 East, Draper, UT, 84020