Overview
Assets Under Management: $168 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 27
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 33.70
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 432
Discretionary Accounts: 432
Regulatory Filings
CRD Number: 311284
Filing ID: 2007447
Last Filing Date: 2025-08-04 09:10:00
Website: https://elementsquaredllc.com