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Financial Elements, Inc

● SEC registered since 2025CRD 148557SEC# 801-132180Rolling Meadows, IL
Export (members)
Reg. AUM
$102.1M
Employees
2
Accounts
302
Location
Rolling Meadows, IL

Financial Elements, Inc assets under management

Financial Elements, Inc is an investment advisory firm registered with the SEC based in Rolling Meadows, IL. The firm has been registered since 2025. It reports $102.1 million in regulatory assets under management and employs 2 people.
twitter.com/finelementsincView on SEC.gov ↗

Financial Elements, Inc owners & executives

1 reported
NameTitleOwnershipSince
Brenda Knox ControlPresident And Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Financial Elements, Inc manage?

Financial Elements, Inc reports $102.1 million in regulatory assets under management on its Form ADV.

How many employees does Financial Elements, Inc have?

Financial Elements, Inc reports 2 employees.

Where is Financial Elements, Inc located?

Financial Elements, Inc is based in Rolling Meadows, IL and has been SEC-registered since 2025.

Does Financial Elements, Inc disclose fund performance?

Financial Elements, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1861 Hicks Road Suite D, Rolling Meadows, IL 60008
Phone847-496-4179
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$102.1M
Non-discretionary$0
Total (RAUM)$102.1M