Elevated Principles Inc. (San Francisco)

Name: Elevated Principles Inc.
Address: 440 Davis Ct, San Francisco, CA, 94111
Telephone: (888) 812-2272

Elevated Principles Inc. is an internet adviser based in San Francisco. It manages $93.09 thousand of regulatory assets for 539 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Arizona, California, and 32 other states.

Elevated Principles provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 539 clients. On top of advisory services, the firm doesn't engage in other business activities.

Elevated Principles: assets under management

The assets under management (AUM) of Elevated Principles Inc. is $93.09 thousand. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

What kind of clients Elevated Principles serves?

The only and largest group of clients of Elevated Principles is individuals with 539 clients and $93.09 thousand of assets under management. Among the 7 most similar advisory firms, Elevated Principles has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $93.09 thousand for 539 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Elevated Principles doesn't advise any private funds.

Careers at Elevated Principles Inc.

The company employs 8 people that are either part- or full-time employees. 13 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David William Hannes	Chief executive officer & chief compliance officer	1 May 2017	75% - 100%	6837235
David Willaim Hannes	Managing member & chief compliance officer	1 May 2017	75% - 100%	6837235
L.P. Pivotnorth Fund Iii	Shareholder	1 May 2019	Other	3 5 - 2 5 8 1 7 1 3
Ram Subramanian	Chief technology officer	1 May 2019	Other	7123860

Based in San Francisco

The principal office where Elevated Principles Inc. performs its advisory services is located at 440 Davis Ct, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (888) 812-2272 or by fax N/A. The normal business hours are 9am-5pm pt on Monday - Friday. You can find more information about the New York firm at lovedwealth.com.