Overview
Assets Under Management: $193 million
Headquarters: ROLLING MEADOWS, IL
High-Net-Worth Clients: 58
Average Client Assets: $3 million
Frequently Asked Questions
FINANCIAL ELEMENTS, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148557), FINANCIAL ELEMENTS, INC is subject to fiduciary duty under federal law.
FINANCIAL ELEMENTS, INC is headquartered in ROLLING MEADOWS, IL.
FINANCIAL ELEMENTS, INC serves 58 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL ELEMENTS, INC offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL ELEMENTS, INC manages $193 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, FINANCIAL ELEMENTS, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.17
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 417
Discretionary Accounts: 417
Regulatory Filings
CRD Number: 148557
Filing ID: 2040874
Last Filing Date: 2026-02-12 10:49:53