Investment adviser · CRD 289997
EMFO, LLC
Investment adviser filing (IA)
WESTON, FL, United States · Form ADV filed Aug 9, 2024
- Regulatory AUM
- $502M Form ADV · Item 5.F
- Client accounts
- 274 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 10 | $297,348,148 | 59.3% |
| High-net-worth individuals | 36 | $195,063,580 | 38.9% |
| Individuals | 37 | $8,908,949 | 1.8% |
| Charities | Fewer than 5 | $371,965 | 0.1% |
Filing source
Form ADV 1890033 · Aug 9, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Aug 9, 2024. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Fixed
Principal office
2700 SOUTH COMMERCE PARKWAY, SUITE 100WESTON, FL, 33331, United States
CRD 289997
Filing source
Form ADV 1890033 · Aug 9, 2024 · 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.