Investment adviser · CRD 289171
FLYTE
Investment adviser filing (IA)
ELEVATED PRINCIPLES INC.
SAN FRANCISCO, CA, United States · Form ADV filed Mar 2, 2023
- Regulatory AUM
- $11.9M Form ADV · Item 5.F
- Client accounts
- 13,929 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 13,929 | $11,895,000 | 100.0% |
Filing source
Form ADV 1722761 · Mar 2, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 2, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Not reported in these imported fields
Principal office
2021 FILLMORE ST, #85SAN FRANCISCO, CA, 94115, United States
CRD 289171
Filing source
Form ADV 1722761 · Mar 2, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.