The Elements Financial Group, LLC

The Elements Financial Group, LLC (CRD# 143041) is a financial advisory firm headquartered in Irvine, CA. They manage $394,130,943 in 2,278 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    394
    MILLION
  • Total Number of Accounts
    2,278
    ACCOUNTS
  • Average Account Value
    $173,016
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, IL, LA, NE, NJ, OH, TX

Financial Advisors at The Elements Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey K. Olsen
CRD#: 2495622
19200 Von Karman Avenue, Suite 800, Irvine, CA 92612
93
Wealthminder
score

Jeffrey Olsen (CRD# 2495622) is an Investment Advisor Representative working at The Elements Financial Group, LLC in Irvine, CA and has over 23 years of experience in the finance industry.

2
Kaimele K. Searles
CRD#: 2938755
19200 Von Karman Avenue, Suite 800, Irvine, CA 92612
93
Wealthminder
score

Kaimele Searles (CRD# 2938755) is an Investment Advisor Representative working at The Elements Financial Group, LLC in Irvine, CA and has over 18 years of experience in the finance industry.

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