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EMISSARY WEALTH
2 University Plaza Drive, Suite 511
Hackensack, New Jersey 7601
Tel: 201-853-9103
About EMISSARY WEALTH
EMISSARY WEALTH, formally registered with the SEC as EMISSARY WEALTH. The firm was established in 09/10/2021. They have over 1 offices throughout the country.
EMISSARY WEALTH is a Hackensack, New Jersey based Financial Planning firm with nearly $93,689,636 assets under management, offering retirement planning & investment advisory services to 625 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 308002 |
| SEC# | 801-122285 |
| Assets Managed by Firm | $93,689,636 |
| No. of Clients | 625 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 625 | $93,689,636 |
| Individuals (other than high net worth individuals) | 122 | $30,452,275 |
| High net worth individuals | 29 | $63,237,361 |
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