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Home > Retirement Planners > florida > miami > ELEMENT POINTE FAMILY OFFICE
ELEMENT POINTE FAMILY OFFICE
333 Se 2nd Ave
Suite 2520
Miami, Florida 33131
Tel: (786) 655-9790
About ELEMENT POINTE FAMILY OFFICE
ELEMENT POINTE FAMILY OFFICE, formally registered with the SEC as ELEMENT POINTE FAMILY OFFICE. The firm was established in 02/10/2016. They have over 1 offices throughout the country.
ELEMENT POINTE FAMILY OFFICE is a Miami, Florida based Financial Planning firm with nearly $836,893,114 assets under management, offering retirement planning & investment advisory services to 348 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282750 |
| SEC# | 801-107214 |
| Assets Managed by Firm | $836,893,114 |
| No. of Clients | 348 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (REPORTING FEES FOR FAMILY OFFICE CLIENTS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (CONSULTING AND FAMILY OFFICE ADVISORY SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 348 | $836,893,114 |
| High net worth individuals | 53 | $827,605,392 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,341,044 |
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