FINANCIAL ELEMENTS, INC

FINANCIAL ELEMENTS, INC of ROLLING MEADOWS, IL is an SEC-registered investment adviser (CRD 148557). Regulatory assets under management: $192.6M.

Registration

• CRD: 148557
• SEC file number: 801-132180
• Type: Registered investment adviser
• Location: 1861 HICKS ROAD SUITE D, ROLLING MEADOWS, IL, 60008
• Phone: 847-496-4179
• Latest filing: 2026-02-12
• Regulatory AUM: $192.6M
• Discretionary AUM: $192.6M
• Clients: 2
• Accounts: 417

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148557 on SEC IAPD (source of record)
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