EMSTONE ADVISERS, LLC

RIASEC RegisteredEst. 2006

Total AUM

$29.3M

Discretionary

$29.3M

100% of AUM

Avg account

$9.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LEOLA, Pennsylvania
CRD number: 139061
Registered since: February 1, 2006
Custodians: U.S. BANK, N.A., M&T SECURITIES, INC.
Fee structure: Percentage of AUM
Client types: State / Municipal Government98.31%
Other1.69%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Emstone Advisers, LLC is an SEC-registered limited liability company that has been operating since 2006. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management for both individuals/small businesses and for business or institutional clients. Emstone reports a related-adviser relationship and identifies its ownership as a combination of a domestic entity and an individual. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or capital allocator.