Emro Asset Management, LLC
RIASEC Registered
Total AUM
$8M
Discretionary
$8M
100% of AUM
Avg account
$1M
Accounts
8
Employees
1
Advisory reps
1
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 registered investment advisor that focuses on providing financial planning and portfolio management services primarily for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual. Emro Asset Management does not engage in capital allocation or serve as a pension consultant, nor is it affiliated with any related advisory firms. The firm does not actively pursue ESG investments, indicating a more traditional investment approach.
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
- 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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations