Investment adviser · CRD 108328

EMERITUS INVESTMENT MANAGEMENT, INC.

Investment adviser filing (IA)

MILL VALLEY, CA, United States · Form ADV filed Jun 14, 2012

Regulatory AUM
$33.2M
Form ADV · Item 5.F
Client accounts
95
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 14, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

254 MILLER AVENUE
MILL VALLEY, CA, 94941, United States

CRD 108328

Filing source

Form ADV 653142 · Jun 14, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.