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EM ADVISOR
91 Fifth Ave
Fifth Floor
New York, New York 10003
Tel: 646-844-9918
About EM ADVISOR
EM ADVISOR, formally registered with the SEC as EM ADVISOR. The firm was established in 06/28/2021. They have over 1 offices throughout the country.
EM ADVISOR is a New York, New York based Financial Planning firm with nearly $144,120,422 assets under management, offering retirement planning & investment advisory services to 53 clients. The firm is staffed with 38 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314402 |
| SEC# | 801-121639 |
| Assets Managed by Firm | $144,120,422 |
| No. of Clients | 53 |
| No. of Advisors | 38 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (DUE DILIGENCE, EXTENSION/MODIFICATION, PROCESSING)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 53 | $144,120,422 |
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