Investment adviser · CRD 104659

EMERSON INVESTMENT MANAGEMENT LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Mar 30, 2016

Regulatory AUM
$701M
Form ADV · Item 5.F
Client accounts
911
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
8
Investment advisory functions

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: Mar 30, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

30 FEDERAL STREET, 5TH FLOOR
BOSTON, MA, 02110, United States

CRD 104659

Filing source

Form ADV 999800 · Mar 30, 2016 · 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.