FINANCIAL ELEMENTS, INC
CRD #148557 SEC #801-132180 ROLLING MEADOWS, IL 847-496-4179
SEC Registered
Total AUM
$102.1M
Discretionary
$102.1M
Employees
2
Clients
101
Accounts
302
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $102.1M | $102.1M | $0 | 2 | 53 |
| Mar 2025 | $102.1M | $102.1M | $0 | 2 | 53 |
| Feb 2025 | $102.1M | $102.1M | $0 | 2 | 53 |
| Feb 2025 | $102.1M | $102.1M | $0 | 2 | 53 |
DateJun 2025
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees2
Clients53
DateMar 2025
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees2
Clients53
DateFeb 2025
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees2
Clients53
DateFeb 2025
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees2
Clients53