Chief Executive Officer, Chief Operations Officer, Partner, and Manager · Element Pointe Family Office
David N. Savir
CRD 5547648 · Named on Form ADV at one SEC-registered adviser
At a glance
Element Pointe Family Office, an SEC-registered wealth manager based in Miami, FL with $1.2 billion in regulatory assets, lists David N. Savir on its Form ADV as Chief Executive Officer, Chief Operations Officer, Partner, and Manager, a control person.
Firms and roles
- Element Pointe Family OfficeChief Executive Officer, Chief Operations Officer, Partner, and ManagerWealth manager · Miami, FL · $1.2B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nancy B. GoldsteinSenior Vice President and Chief Compliance Officer, Element Pointe Family Office
- Kristopher K. MartinPartner, Element Pointe Family Office
- Carlos A. DominguezChief Investment Officer, Manager, Partner, Element Pointe Family Office
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.