Element Pointe Advisors

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

333 SE 2nd Ave Ste 2820, Miami, Florida,...

Phone Number

(786) 655-9790

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Element Pointe Advisors

Element Pointe Family Office is a fee-only, independent registered investment adviser that focuses on wealth management for successful entrepreneurs, business owners, multi-generational family offices, real estate investors, and professional sports athletes. With $3.5 billion in assets under advisement, the firm prioritizes its fiduciary duty to align its interests with those of its clients, providing objective and transparent financial advice. Their services include investment management and family office solutions, leveraging an open-architecture investment platform and strategic technology alliances. Element Pointe aims to empower clients with greater insights into their investment portfolios and overall financial picture.Explore more
Element Pointe Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Element Pointe Advisors Org Chart

DS
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Chief Executive Officer & Co-Founder

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Co-Founder & President & Chief Investment Off...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Element Pointe Advisors

<$5M
11-50
Private
-
2016
DS
David SavirCEO & Co-Founder
$5.8M
1-10
Private
-
2008
GG
Greg GrabovacCo-Founder & CEO
<$5M
1-10
Private
-
2000
Stephen Haberstroh, Managing Director at CastleKeep Investment Advisors
Stephen HaberstrohManaging Director
<$5M
1-10
Private
-
2013
JM
Jeronimo MartinezDirector of Public Funds
Illustration of an envelope

Element Pointe Advisors Tech Stack

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Frequently Asked Questions Regarding Element Pointe Advisors

What is Element Pointe Advisors's official website?
Element Pointe Advisors's official website is www.elementpointe.com
What is Element Pointe Advisors's Revenue?
Element Pointe Advisors's revenue is <$5 Million
What is Element Pointe Advisors's SIC code?
Element Pointe Advisors's SIC: 62,628
What is Element Pointe Advisors's NAICS code?
Element Pointe Advisors's NAICS: 52,523
How many employees does Element Pointe Advisors have?
Element Pointe Advisors has 11-50 employees
What industry does Element Pointe Advisors belong to?
Element Pointe Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Element Pointe Advisors competition?
Element Pointe Advisors top competitors include: G2 Capital Management, Cresta Advisors, CastleKeep Investment Advisors
What technology does Element Pointe Advisors use?
Some of the popular technologies that Element Pointe Advisors uses are: DocuSign, AppRiver, GoDaddy DNS, DreamHost
How do I contact Element Pointe Advisors?
Element Pointe Advisors contact info: Phone number: (786) 655-9790 Website: www.elementpointe.com
What does Element Pointe Advisors do?

Element Pointe Family Office is a fee-only, independent registered investment adviser that focuses on wealth management for successful entrepreneurs, business owners, multi-generational family offices, real estate investors, and professional sports athletes. With $3.5 billion in assets under advisement, the firm prioritizes its fiduciary duty to al... ign its interests with those of its clients, providing objective and transparent financial advice. Their services include investment management and family office solutions, leveraging an open-architecture investment platform and strategic technology alliances. Element Pointe aims to empower clients with greater insights into their investment portfolios and overall financial picture.Read More

What are Element Pointe Advisors social media links?
Element Pointe Advisors Linkedin page
Is Element Pointe Advisors a public company?
Element Pointe Advisors is private company therefore does not currently have an official ticker symbol
See more information about Element Pointe Advisors

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