Emfo, LLC is a large advisory firm based in Weston. It manages $211.46 million of regulatory assets for 178 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Colorado and Florida.
Emfo provides portfolio management for individuals and small businesses, selection of other advisers, and family office services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Emfo, LLC is $211.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Emfo, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Emfo is high net worth individuals with 30 clients and $122.26 million of assets under management. Among the 8 most similar advisory firms, Emfo has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $211.46 million for 46 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Emfo doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Llc Running Rebel Consulting joined the executive team most recently as the Managing Member.
The principal office where Emfo, LLC performs its advisory services is located at 2843 Executive Park Drive, Weston, FL 33331, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 954-385-9624 or by fax 954-385-6764. The normal business hours are 8:30-5pm on Monday - Friday. You can find more information about the New York firm at emeraldfamilyoffice.com.