E
CRD: 108328
Emeritus Investment Management, Inc.
Mill Valley, CA, 94941
4153883830
$60.8M Total AUM
$60.8M Disc. AUM
-- 3Y CAGR
2 Employees
136 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-1990
- Office Locations
- 1
Office Locations
254 Miller Avenue Mill Valley CA
About Emeritus Investment Management, Inc.
Emeritus Investment Management, Inc. is a Mill Valley-based RIA. The firm has been operating for 35 years. Managing $60.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$60.8M AVG AUM / ADVISOR
$447.3K AVG AUM / CLIENT
35.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Beacon harbor Bridge meridian
Client Personas
Value radial
Investment Themes
Crest legacy Meridian
Investment Vehicles
Momentum focus
Services
Ember delta Capital zenith Meridian legacy Pathway pathway Value
Owner & Executives
B
BARBARA SMITH GILLIARD
Chief Compliance Officer, Chief Executive Officer, Partner, President
- CRD
- #1452547
- Ownership
- 75% or more
(437) 868-7005
summit.vertex@alphacapital.com
in linkedin.com/in/pathway-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,829,253 | $349,182 |
| Non-Discretionary | $0 | -- |
| Total | $60,829,253 | $349,182 |
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Separately Managed Accounts
Total SMA Asset: $60,829,253
Equity - Exchange:
29.8% Cash:
26.4% Corporate - Non-Investment Grade:
22.8% Other:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,611,318,005 | 29.8% |
| Cash | $2,313,382,394 | 26.4% |
| Corporate - Non-Investment Grade | $1,997,921,158 | 22.8% |
| Other | $1,840,190,541 | 21.0% |
| Total | $8,762,812,098 | 100.0% |