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Building 2EMERSON WEALTH, LLC

Map pinBLOOMFIELD HILLS, MI
Phone248-792-6600
NotebookSEC #801-68268
Total AUM
$634.7M
Employees
7
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
38710 WOODWARD AVE.
SUITE 230
BLOOMFIELD HILLS
MI 48304
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
248-792-6600

ReceiptFinancials

Total AUM
$634.7M
Accounts
720
Discretionary
$634.7M
Accounts
720
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$7.4M
HNW Individual Clients
136
AUM
$612M
Pension/Profit Sharing Plan Clients
10
AUM
$15.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMITX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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