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ELEVATION INVESTMENT CONSULTING
THAKKAR, AMIT, HASMUKH
CRD 157054
104 EAST AVENUE, ROCHESTER, NY, 14604, United States
Phone
585-454-9506
Fax
585-672-6185
Registration
— (—)
Source
State registered
Total AUM
$61.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 47 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $8.8M |
| High net worth individuals | 11 | $10.3M |
| Charitable organizations | 5 | $41.6M |
All web addresses on file
Official SEC filing: View on IAPD