Executive Money Managers, Inc.

Overview

Executive Money Managers, Inc. is an independent registered investment advisor organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and provides portfolio management for both individuals/small businesses and for business or institutional clients. Compensation is charged as a percentage of assets under management and, in some situations, on an hourly basis. FINTRX flags the firm as not pursuing an active ESG investment approach and not operating as a capital allocator. The firm lists an affiliation with accounting professionals, suggesting coordination with tax or accounting advisers as part of its client service model. The ADV information does not indicate multi-state registration or pension consulting activity.

Assets & Accounts

Public Holdings

Investments & Alternatives