Overview
Assets Under Management: $642 million
Headquarters: RIDGELAND, MS
High-Net-Worth Clients: 151
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 151
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,572
Discretionary Accounts: 1,256
Non-Discretionary Accounts: 316
Regulatory Filings
CRD Number: 114968
Filing ID: 1989572
Last Filing Date: 2025-05-14 13:48:00
Website: https://myelementwealth.com