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Building 2ELEMENT POINTE FAMILY OFFICE

Map pinMIAMI, FL
Phone(786) 655-9790
NotebookSEC #801-107214
Total AUM
$1.2B
Employees
11
Clients
54

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 SE 2ND AVE
SUITE 2520
MIAMI
FL 33131
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(786) 655-9790

ReceiptFinancials

Total AUM
$1.2B
Accounts
412
Discretionary
$1.2B
Accounts
396
Non-Discretionary
$58.1M
Accounts
16

ContactClients

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HNW Individual Clients
52
AUM
$1.2B
Pooled Vehicle Clients
1
AUM
$2.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING AND FAMILY OFFICE ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REPORTING FEES FOR FAMILY OFFICE CLIENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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