ELEMENT POINTE FAMILY OFFICE - Financial Advisor in Florida, Miami

Tel: (786) 655-9790 333 Se 2nd Ave Suite 2520 Miami, Florida 33131

About ELEMENT POINTE FAMILY OFFICE

ELEMENT POINTE FAMILY OFFICE is a Miami, Florida based financial advisory firm with nearly $836,893,114 in assets under management and provides investment advisory services for 348 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

282750

Firm SEC#:

801-107214

Assets Under Management:

$836,893,114

No. of Clients:

348

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based, Other (REPORTING FEES FOR FAMILY OFFICE CLIENTS)

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