|
⚲
|
| AEM Asset Management LLC
✚
| |
|---|---|
| CRD # | 310360 |
| SEC # | 801-119397 |
| CIK # | |
| AUM | $127.9 MM (2024-03-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 973-714-6437 |
| Address | 265 Davidson Avenue Somerset, NY 08873 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 0.5 |
| (b) Individuals (high net worth individuals) | 22 | 114.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 12.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 45 | 127.9 |
| By Discretionary | ||
| Discretionary | 45 | 127.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 45 | 127.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.9 | |
| Total | 45 | 127.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SAFS LLC
✚
|
PA | 0.1 |
|
GBM Wealth Management Inc
✚
|
TX | 0.1 |
|
Collier Financial Inc
✚
|
CO | 0.1 |
|
Breakwater Capital LLC
✚
|
MI | 0.1 |
|
Thrive Retirement Specialists LLC
✚
|
MI | 0.1 |
|
Constant Guidance Financial LLC
✚
|
MA | 0.1 |
|
High Point Wealth Management LLC
✚
|
NJ | 0.1 |
|
Steady Returns LLC
✚
|
FL | 0.1 |
|
Spahn Wealth & Retirement LLC
✚
|
AZ | 0.1 |
|
Dolan Capital Advisors Inc
✚
|
NC | 0.1 |