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EMFO LLC
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CRD # | 289997 |
SEC # | 801-111928 |
CIK # | 0001859434 |
AUM | $821.7 MM (2023-03-14) |
Employees | 16 (38% Investors, 0% Brokers) |
Phone | 954-385-9624 |
Address | 2700 South Commerce Parkway Weston, FL 33331 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
ARCC | 8,938.4 | 8.6 | |
AAPL | 2,382,844.0 | 7.3 | |
BHP | 147,288.3 | 4.3 | |
REFI | 282.0 | 4.1 | |
JPM | 340,169.2 | 3.5 | |
AMZN | 1,092,997.8 | 2.7 | |
DOW | 38,247.2 | 2.4 | |
CSCO | 178,309.9 | 2.2 | |
CAT | 99,975.7 | 2.0 | |
V | 419,260.5 | 2.0 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 33 | 7.0 |
(b) Individuals (high net worth individuals) | 37 | 205.0 |
(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 | 0 | 0.3 |
(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 | 10 | 609.2 |
(n) Other | 0 | 0.0 |
Total | 288 | 821.7 |
By Discretionary | ||
Discretionary | 288 | 821.7 |
Non-Discretionary | 0 | 0.0 |
Total | 288 | 821.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 821.7 | |
Total | 288 | 821.7 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001859434] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hutchinson Capital Management
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|
CA | 0.8 |
Private Portfolio Partners LLC
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|
NJ | 0.8 |
Minneapolis Portfolio Management Group LLC
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MN | 0.8 |
Accel Wealth Management LLC
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|
IA | 0.8 |
Austin Private Wealth LLC
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|
TX | 0.8 |
Traynor Capital Management Inc
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|
PA | 0.8 |
Steward Partners Investment Solutions LLC
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|
OR | 0.8 |
Archford Capital Strategies LLC
✚
|
IL | 0.8 |
Towneley Capital Management Inc
✚
|
CA | 0.8 |
Strategic Equity Management Inc
✚
|
AZ | 0.8 |