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EMM WEALTH
NEW YORK, NY
212-476-5555
SEC #801-69791Total AUM
$2.3B
Employees
31Clients
128Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
220 EAST 42ND STREET
32ND FLOOR
NEW YORK
NY 10017
United States
32ND FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
212-476-5555
Financials
Total AUM
$2.3B
Accounts
132Discretionary
$26.2M
Accounts
11Non-Discretionary
$2.3B
Accounts
121
Clients
Individual Clients
17AUM
$10.4M
HNW Individual Clients
109AUM
$2.3B
Pension/Profit Sharing Plan Clients
1AUM
$7.6M
Charitable Organization Clients
1AUM
$8.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSOLIDATED REPORTING, ASSET ALLOCATION AND RISK ANALYSIS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACTDCFLINNCNJNYPARIVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.