Overview
Assets Under Management: $223 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 81
Average Client Assets: $2 million
Frequently Asked Questions
ESTATE MANAGEMENT COUNSELORS,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 #126624), ESTATE MANAGEMENT COUNSELORS,LLC is subject to fiduciary duty under federal law.
ESTATE MANAGEMENT COUNSELORS,LLC is headquartered in ATLANTA, GA.
ESTATE MANAGEMENT COUNSELORS,LLC serves 81 high-net-worth clients according to their SEC filing dated March 14, 2024. View client details ↓
According to their SEC Form ADV, ESTATE MANAGEMENT COUNSELORS,LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ESTATE MANAGEMENT COUNSELORS,LLC manages $223 million in client assets according to their SEC filing dated March 14, 2024.
According to their SEC Form ADV, ESTATE MANAGEMENT COUNSELORS,LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.36
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 936
Discretionary Accounts: 936
Regulatory Filings
CRD Number: 126624
Last Filing Date: 2024-03-14 00:00:00
Website: https://emcadvisors.net