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ELEMENTUM ADVISORS, LLC

155 North Wacker Drive
Suite 1750
Chicago, Illinois 60606
Tel: 312-281-4688

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About ELEMENTUM ADVISORS, LLC

ELEMENTUM ADVISORS, LLC, formally registered with the SEC as ELEMENTUM ADVISORS, LLC. The firm was established in 09/30/2009. They have over 1 offices throughout the country.

ELEMENTUM ADVISORS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $4,140,924,488 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151635
SEC#801-70618
Assets Managed by Firm$4,140,924,488
No. of Clients21
No. of Advisors41

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total21$4,140,924,488
Pension and profit sharing plansFewer than 5 clients$573,564,032
Other investment advisersFewer than 5 clients$107,737,123

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