AMERGIN ASSET MANAGEMENT, LLC

1100 Holland Drive
Boca Raton, Florida 33487-2701
Tel: 561-760-1957

About AMERGIN ASSET MANAGEMENT, LLC

AMERGIN ASSET MANAGEMENT, LLC, formally registered with the SEC as AMERGIN ASSET MANAGEMENT, LLC. The firm was established in 12/02/2022. They have over 6 offices throughout the country.

AMERGIN ASSET MANAGEMENT, LLC is a Boca Raton, Florida based Financial Planning firm with nearly $695,889,083 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323350
SEC#	801-126990
Assets Managed by Firm	$695,889,083
No. of Clients	4
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based
Other (ORIGINATION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$695,889,083

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