RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KNOX, BRENDAIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KNOX, BRENDAIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KNOX, BRENDAIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
KNOX, BRENDAIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jun 24, 2025 REGISTERED

Notice Filings (4)

FL IL TX WA

Address

1861 HICKS ROAD SUITE D
ROLLING MEADOWS, IL 60008
United States
Phone: 847-496-4179