E
$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
2 Employees
2 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-27-2014
- Office Locations
- 1
Office Locations
-- Boynton Beach FL
About EMK Investment Advisors, LLC
EMK Investment Advisors, LLC is a Boynton Beach-based RIA. The firm has been operating for 11 years. Managing $1.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$701.9K AVG AUM / ADVISOR
$701.9K AVG AUM / CLIENT
11.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
EDWARD MARSHALL KAPLAN
Chief Compliance Officer, Director, Managing Member
- CRD
- #6182808
- Ownership
- 50% but less than 75%
Available
Available
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M
MARILYN LEWY SOFFER
--
- CRD
- #6182812
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,403,724 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,403,724 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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