Overview
Assets Under Management: $502 million
Headquarters: WESTON, FL
High-Net-Worth Clients: 36
Average Client Assets: $5.4 million
Frequently Asked Questions
EMFO, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289997), EMFO, LLC is subject to fiduciary duty under federal law.
EMFO, LLC is headquartered in WESTON, FL.
EMFO, LLC serves 36 high-net-worth clients according to their SEC filing dated August 09, 2024. View client details ↓
According to their SEC Form ADV, EMFO, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
EMFO, LLC manages $502 million in client assets according to their SEC filing dated August 09, 2024.
According to their SEC Form ADV, EMFO, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.88%
Average Client Assets: $5.4 million
Total Client Accounts: 274
Discretionary Accounts: 274
Regulatory Filings
CRD Number: 289997
Filing ID: 1890033
Last Filing Date: 2024-08-09 11:56:00