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Building 2EMERSON INVESTMENT MANAGEMENT LLC

Map pinBOSTON, MA
Phone(617)695-1516
NotebookSEC #801-24250
Total AUM
$700.9M
Employees
15
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 FEDERAL STREET
5TH FLOOR
BOSTON
MA 02110
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(617)695-1516

ReceiptFinancials

Total AUM
$700.9M
Accounts
911
Discretionary
$675.2M
Accounts
907
Non-Discretionary
$25.7M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT SERVICES FOR TWO OPEN-ENDED INVESTMENT COMPANIES, ONE REGISTERED IN GUERNSEY AND THE OTHER REGISTERED IN TH
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGALAMAMDMENCNHNYPARITXVAVT

HandshakeAffiliates

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

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