Elements 5 Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 167731
- Website
- www.elements5.us
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Elements 5 Investment Management is an independent, LLC-structured registered investment adviser run by an individual owner and focused on serving individuals and families. The firm offers financial planning and portfolio management services tailored to individuals and small businesses, charging a mix of percentage-of-AUM, hourly, and fixed fees. Elements 5 reports it is not a multi-state or newly formed adviser, does not position itself as a pension consultant, and does not identify as an active ESG investor. The firm lists an industry affiliation with a law firm.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds88%
- Exchange Traded Equities8%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
David Schram
Managing Member And Chief Compliance OfficerCRD 6191719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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