EM LEADERS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
BETHESDA, Maryland
CRD number
166230
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

EM Leaders, LLC is an individually owned limited liability company that acts as a capital allocator and provides advisory services to private clients and pooled vehicles. The firm offers a mix of billing arrangements — percentage-of-AUM, hourly, fixed-fee, and performance-based pricing. Its advisory activities include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of outside advisers. The firm does not identify as an active ESG investor, is not flagged as a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • OLIVER FRATZSCHER

    Chief Executive OfficerCRD 6138301

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
6204 Verne St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth