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Building 2AEM ASSET MANAGEMENT, LLC

Map pinSOMERSET, NJ
Phone973-714-6437
NotebookSEC #801-119397
Total AUM
$117.9M
Employees
2
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
265 DAVIDSON AVENUE
SUITE 210
SOMERSET
NJ 08873
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
973-714-6437
Other Offices
1

ReceiptFinancials

Total AUM
$117.9M
Accounts
45
Discretionary
$117.9M
Accounts
45
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$7M
HNW Individual Clients
22
AUM
$96.9M
Charitable Organization Clients
1
AUM
$14M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNYPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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