EMERITUS INVESTMENT MANAGEMENT, INC.

Overview

Emeritus Investment Management, Inc. is an independent registered investment advisor that focuses on providing personalized financial planning and portfolio management services to individual clients and families. The firm operates as a corporation and is owned by an individual. It does not classify itself as a capital allocator and is not involved in pension consulting. The firm's advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Emeritus Investment Management, Inc. does not actively engage in ESG investing and is not a multi-state adviser.

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Public Holdings

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Location & Offices