Emgo Capital, LLC
RIASEC Registered
Total AUM
$15K
Discretionary
$0
0% of AUM
Avg account
$15K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331252
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Emgo Capital, LLC is organized as a limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm lists accounting among its business activities and charges clients on a fixed-fee basis. It is not described as a multi-state adviser, an active ESG investor, a pension consultant, or a capital allocator; filings do not indicate an affiliation with a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities70%
- Exchange Traded Equities30%
Contacts
1 of 1
Emil Gonsalvez
Managing OwnerCRD 6586367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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