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EMERITUS INVESTMENT MANAGEMENT, INC.
CRD 108328 · SEC 801-56671
254 MILLER AVENUE, MILL VALLEY, CA, 94941, United States
Phone
415-388-3830
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.8M
Discretionary AUM
$60.8M
Team
2 total employees; 1 advisory reps; 68 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2025-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $45.0M |
| High net worth individuals | 18 | $15.8M |
All web addresses on file
Official SEC filing: View on IAPD