Emgo Capital, LLC

RIASEC Registered
Total AUM
$15K
Discretionary
$0
0% of AUM
Avg account
$15K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
331252
Fee structure
Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Emgo Capital, LLC is organized as a limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm lists accounting among its business activities and charges clients on a fixed-fee basis. It is not described as a multi-state adviser, an active ESG investor, a pension consultant, or a capital allocator; filings do not indicate an affiliation with a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 70%, Exchange Traded Equities 30%70%
  • Non-Exchange Traded Equities70%
  • Exchange Traded Equities30%

Contacts

1 of 1
  • Emil Gonsalvez

    Emil Gonsalvez

    Managing OwnerCRD 6586367

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth