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Home > Retirement Planners > new jersey > short hills > EMBASSY ASSET MANAGEMENT LP
EMBASSY ASSET MANAGEMENT LP
1200 Morris Turnpike
Suite 3005
Short Hills, New Jersey 07078
Tel: 862.278.2113
About EMBASSY ASSET MANAGEMENT LP
EMBASSY ASSET MANAGEMENT LP, formally registered with the SEC as EMBASSY ASSET MANAGEMENT LP. The firm was established in 09/27/2021. They have over 1 offices throughout the country.
EMBASSY ASSET MANAGEMENT LP is a Short Hills, New Jersey based Financial Planning firm with nearly $261,569,361 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314768 |
| SEC# | 801-122393 |
| Assets Managed by Firm | $261,569,361 |
| No. of Clients | 3 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $261,569,361 |
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