Emro Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 157178
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Emro Asset Management, LLC is an independent, individually owned registered investment adviser that focuses on wealth management for individuals and families, as well as small-business portfolio management and financial planning. The firm charges a mix of fees — a percentage of assets under management, hourly fees, and performance-based arrangements — suggesting flexibility for customized client engagements. Emro does not identify as an ESG-focused manager and is not structured as a capital allocator to external alternative managers. An industry affiliation with a law firm is noted, which may reflect either a referral relationship or a founder/owner background in legal services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities50%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents20%
- State & Local Bonds5%
Contacts
1 of 1Gregory Goodman
Managing MemberCRD 1187619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations