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EMFO, LLC
WESTON, FL
954-385-9624
SEC #801-111928Total AUM
$501.7M
Employees
19Clients
84Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2700 SOUTH COMMERCE PARKWAY
SUITE 100
WESTON
FL 33331
United States
SUITE 100
WESTON
FL 33331
United States
Operating Hours
8:30-5PM
Monday - Friday
Monday - Friday
Phone
954-385-9624
Financials
Total AUM
$501.7M
Accounts
274Discretionary
$501.7M
Accounts
274Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
37AUM
$8.9M
HNW Individual Clients
36AUM
$195.1M
Charitable Organization Clients
1AUM
$372K
Corporation or Business Clients
10AUM
$297.3M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
FAMILY OFFICE SERVICES: FLAT FEES/PROJECT FEES/A LA CARTE
Compliance
Disclosures
None reported
State Registrations
COFLNY
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.