Overview
Assets Under Management: $223 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 81
Average Client Assets: $2 million
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