Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new jersey > somerset > AEM ASSET MANAGEMENT, LLC
AEM ASSET MANAGEMENT, LLC
265 Davidson Avenue
Suite 210
Somerset, New Jersey 08873
Tel: 973-714-6437
About AEM ASSET MANAGEMENT, LLC
AEM ASSET MANAGEMENT, LLC, formally registered with the SEC as AEM ASSET MANAGEMENT, LLC. The firm was established in 09/03/2020. They have over 2 offices throughout the country.
AEM ASSET MANAGEMENT, LLC is a Somerset, New Jersey based Financial Planning firm with nearly $127,881,934 assets under management, offering retirement planning & investment advisory services to 45 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310360 |
| SEC# | 801-119397 |
| Assets Managed by Firm | $127,881,934 |
| No. of Clients | 45 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 45 | $127,881,934 |
| Individuals (other than high net worth individuals) | 22 | $497,424 |
| High net worth individuals | 22 | $114,557,865 |
| Charitable organizations | 1 | $12,826,645 |
More Retirement Planning firms in Somerset, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $702,387,082,915 | 1093486 | 12701 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 |
Explore More Retirement Advisors in Somerset, New Jersey