$10.4M Total AUM
$10.4M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2006
- Office Locations
- 1
Office Locations
-- Dayton OH
About Emmaus Investor Services Corp.
Emmaus Life Sciences’ website is an investor-relations hub for a commercial-stage biopharmaceutical company focused on rare and orphan disease therapies. Separately, the public RIA profile for EMMAUS INVESTOR SERVICES CORP. (CRD 139376) describes a retail advisory offering portfolio construction and insurance, with portfolios centered on ETFs and U.S. government/agency bonds and custody at Charles Schwab.
Team overview
62 AVG AGE
$10.4M AVG AUM / ADVISOR
$266.1K AVG AUM / CLIENT
20.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL EDWARD REICHARD
Chief Compliance Officer, President
- CRD
- #1805397
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,365,687 | -- |
| Non-Discretionary | $10,514 | -- |
| Total | $10,376,201 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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