EM Financial Services, LLC

RIAState Registered

Total AUM

$1.4M

Discretionary

$31.8K

2% of AUM

Avg account

$172K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 337368
Website: emfinancialservices.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

EM Financial Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual, operating out of Florida. The firm targets individual and family clients and bills across multiple structures — percentage of AUM, hourly, fixed fees and other arrangements — reflecting a hybrid advisory model. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm identifies itself as a capital allocator and maintains an industry affiliation with an insurance company. It is not an active ESG investor.