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
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
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2
1
1
1

About Element Pointe Advisors

Element Pointe Family Office is a fee-only, independent registered investment adviser dedicated to serving successful entrepreneurs, business owners, multi-generational family offices, real estate investors, and professional sports athletes. The firm prioritizes its fiduciary duty by aligning its interests with those of its clients, providing objective and transparent wealth management services. Through an open-architecture investment platform and strategic technology alliances, Element Pointe empowers clients with insights into their investment portfolios. The company aims to create a culture that honors client interests above all, avoiding conflicts of interest common in traditional financial institutions.Explore more
Element Pointe Advisors's Social MediaPopular SearchesElement Pointe Advisors LLCElement Pointe AdvisorsDionne Empire LLCElement PointeElement Pointe Deep Access Gp LLCSIC Code 62,628NAICS Code 52,523Show more

Element Pointe Advisors Org Chart

DS
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Co-Founder & Chief Executive Officer

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SO
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Managing Director

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LL
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Vice President, Director of Marketing

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LM
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Vice President, Operations

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KM
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Partner

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AC
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Investment Analyst

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Compare Similar Companies to Element Pointe Advisors

Compare insights from companies similar to Element Pointe Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Element Pointe Advisors

<$5M
11-50
Private
-
2016
DS
David SavirCo-Founder & CEO
$5.8M
1-10
Private
-
2008
GG
Greg GrabovacCo-Founder & CEO
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2000
SC
Sandra ComasVice President
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2013
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Element Pointe Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Element Pointe Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Element Pointe Advisors.

Element Pointe Advisors Tech Stack

A closer look at the technologies used by Element Pointe Advisors

Element Pointe Advisors News & Media

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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
What is Element Pointe Advisors competition?
Element Pointe Advisors top competitors include: Pillar Wealth Management, G2 Capital Management, Montecito Capital Management Group, Constant Guidance Financial
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 dedicated to serving successful entrepreneurs, business owners, multi-generational family offices, real estate investors, and professional sports athletes. The firm prioritizes its fiduciary duty by aligning its interests with those of its clients, providing objec... tive and transparent wealth management services. Through an open-architecture investment platform and strategic technology alliances, Element Pointe empowers clients with insights into their investment portfolios. The company aims to create a culture that honors client interests above all, avoiding conflicts of interest common in traditional financial institutions.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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