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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Elements Inc
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|---|---|
| CRD # | 148557 |
| SEC # | 801-132180 |
| CIK # | 0001538749 |
| AUM | $102.1 M (2025-06-24) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 847-496-4179 |
| Address | 1861 Hicks Road Suite D Rolling Meadows, IL 60008 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 60 | 38.2 |
| (b) Individuals (high net worth individuals) | 30 | 62.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 302 | 102.1 |
| By Discretionary | ||
| Discretionary | 302 | 102.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 302 | 102.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.1 | |
| Total | 302 | 102.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001538749] |
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0.1 | |
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FL | 0.1 |
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PA | 0.1 |
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Outlook Capital Management LLC
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IL | 0.1 |
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