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EMA SMA LLC

CRD 311671

Visit website

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

TypeClientsAUM
High net worth individuals2$58.0M

All web addresses on file

Official SEC filing: View on IAPD