ELEVATED PRINCIPLES INC.
Legal name: LOVED
CRD #289171 SEC #801-111037 SAN FRANCISCO, CA (888) 812-2272
SEC Registered
Total AUM
$11.6M
Discretionary
$0
Employees
14
Clients
--
Accounts
26,893
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $11.9M | $0 | $11.9M | 14 | 0 |
| Nov 2022 | $11.6M | $0 | $11.6M | 14 | 14,287 |
| Jul 2022 | $11.6M | $0 | $11.6M | 14 | 14,287 |
| Mar 2022 | $11.6M | $0 | $11.6M | 14 | 14,287 |
| Feb 2021 | $3.9M | $0 | $3.9M | 12 | 0 |
| Nov 2020 | $347.5K | $0 | $347.5K | 12 | 0 |
| Jun 2020 | $347.5K | $0 | $347.5K | 12 | 0 |
| Mar 2020 | $347.5K | $0 | $347.5K | 12 | 0 |
| Jul 2019 | $93.1K | $0 | $93.1K | 8 | 0 |
| May 2019 | $93.1K | $0 | $93.1K | 8 | 0 |
| Feb 2019 | $25.1K | $0 | $25.1K | 5 | 0 |
| Jan 2019 | $10.4K | $0 | $10.4K | 1 | 0 |
| Jul 2018 | $30 | $0 | $30 | 1 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
| Sep 2017 | $0 | $0 | $0 | 1 | 0 |
| Jul 2017 | $0 | $0 | $0 | 1 | 0 |
| Jul 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2023
Total AUM$11.9M
Discretionary$0
Non-Disc.$11.9M
Employees14
Clients0
DateNov 2022
Total AUM$11.6M
Discretionary$0
Non-Disc.$11.6M
Employees14
Clients14,287
DateJul 2022
Total AUM$11.6M
Discretionary$0
Non-Disc.$11.6M
Employees14
Clients14,287
DateMar 2022
Total AUM$11.6M
Discretionary$0
Non-Disc.$11.6M
Employees14
Clients14,287
DateFeb 2021
Total AUM$3.9M
Discretionary$0
Non-Disc.$3.9M
Employees12
Clients0
DateNov 2020
Total AUM$347.5K
Discretionary$0
Non-Disc.$347.5K
Employees12
Clients0
DateJun 2020
Total AUM$347.5K
Discretionary$0
Non-Disc.$347.5K
Employees12
Clients0
DateMar 2020
Total AUM$347.5K
Discretionary$0
Non-Disc.$347.5K
Employees12
Clients0
DateJul 2019
Total AUM$93.1K
Discretionary$0
Non-Disc.$93.1K
Employees8
Clients0
DateMay 2019
Total AUM$93.1K
Discretionary$0
Non-Disc.$93.1K
Employees8
Clients0
DateFeb 2019
Total AUM$25.1K
Discretionary$0
Non-Disc.$25.1K
Employees5
Clients0
DateJan 2019
Total AUM$10.4K
Discretionary$0
Non-Disc.$10.4K
Employees1
Clients0
DateJul 2018
Total AUM$30
Discretionary$0
Non-Disc.$30
Employees1
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0