EWG Elevate is an investment advisor in Roseville with $471.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
823365869
SEC advisor number
801-113898
FINRA CRD number
291805
AUM ?
$471.90 mm
(as of 25 Jul 22)
Accounts
1,136
(as of 25 Jul 22)
Employees
26
(12 investment advisory or research)
Address
EWG Elevate
1075 CREEKSIDE RIDGE DR #150
ROSEVILLE
CA 95678
1075 CREEKSIDE RIDGE DR #150
ROSEVILLE
CA 95678
Office hours
Monday - Friday, 8:30AM- 4:30PM
Phone
916-367-4540
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Watson, Richard, Lee | President and Chief Compliance Officer | 07/2018 | 50-75% |
Clarke, Michael, Jude | Vice President | 07/2018 | 25-50% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Jul 24
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22