Financial Elements, Inc
Financial Elements, Inc is an SEC-registered wealth manager in Rolling Meadows, IL with $192.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Financial Elements, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148557, SEC 801-132180, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $192.6M (2026-02-12)
- Firm type
- Wealth Manager
- Location
- Rolling Meadows, IL
- Employees
- 2
- Clients
- 124
- CRD
- 148557
- Ownership
- KNOX, BRENDA
How much AUM does Financial Elements, Inc have?
Financial Elements, Inc reported $192.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Financial Elements, Inc?
Disclosed owners and executives of Financial Elements, Inc include KNOX, BRENDA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.