Overview
Assets Under Management: $117 million
High-Net-Worth Clients: 39
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 118
Discretionary Accounts: 118
Regulatory Filings
CRD Number: 283897
Last Filing Date: 2025-01-07 00:00:00
Website: https://elementalcap.com