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EMA SMA LLC
CRD 311671
4850 TAMIAMI TRAIL NORTH, SUITE 301, NAPLES, FL, 34103-3034, United States
Phone
617-259-0699
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$58.0M
Discretionary AUM
$58.0M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $58.0M |
All web addresses on file
Official SEC filing: View on IAPD