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Building 2EMERITUS INVESTMENT MANAGEMENT, INC.

Map pinMILL VALLEY, CA
Phone415-388-3830
NotebookSEC #801-56671
Total AUM
$33.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
254 MILLER AVENUE
MILL VALLEY
CA 94941
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
415-388-3830

ReceiptFinancials

Total AUM
$33.2M
Accounts
95
Discretionary
$33.2M
Accounts
95
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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