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EMISSARY WEALTH
2 University Plaza Drive, Suite 511
Hackensack, New Jersey 07601
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 $117,441,682 assets under management, offering retirement planning & investment advisory services to 677 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 | $117,441,682 |
| No. of Clients | 677 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 677 | $117,441,682 |
| Individuals (other than high net worth individuals) | 113 | $37,225,697 |
| High net worth individuals | 31 | $80,215,985 |
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