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) 655-9790Website
www.elementpointe.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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Feb
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ZI Rank
1
2
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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Element Pointe Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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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
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Element Pointe Advisors News & Media
Element Pointe Advisors Named Among Top Financial Advisors in Miami by SmartAsset™
MIAMI--(BUSINESS WIRE)--Element Pointe Advisors Named Among Top Financial Advisors in Miami by SmartAsset™Element Pointe Advisors Grows Team By Adding John C. Rodriguez, CFP®
MIAMI, Aug. 1, 2019 /PRNewswire/ -- Element Pointe Advisors, an independent wealth management and family office advisory firm based in Miami, Florida, welcomes the newest addition to its team, John C. Rodriguez, CFP®, as Client Service Associate. Rodriguez joins Element Pointe after nine...
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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... Read More
