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Executive Money Managers, Inc.

Executive Money Managers, Inc.. CRD 128362

Executive Money Managers, Inc. logo

CRD: 128362

Executive Money Managers, Inc.

Social Circle, GA, 30025
7709531135
executivemoneymanagers.com
$104.3M Total AUM
$104.3M Disc. AUM
-- 3Y CAGR
5 Employees
252 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Bridge
Established Date
10-01-2003
Office Locations
2

Office Locations

236a North Cherokee Road Unit A Social Circle GA
-- Marietta GA

About Executive Money Managers, Inc.

Executive Money Managers, Inc. provides fee-based discretionary investment supervisory services for individuals, businesses, trusts and charities. Portfolios focus on publicly traded equities (NYSE/Nasdaq and ADRs) and short-maturity bonds, with heavy use of ETFs. The firm does not charge brokerage fees, does not accept compensation from product or service providers, and does not invest in annuities. Custody includes Charles Schwab & Co.

Team overview

72 AVG AGE
$34.8M AVG AUM / ADVISOR
$414.0K AVG AUM / CLIENT
17.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

North

Client Personas

Catalyst

Custodian

Ember Peak eagle

Investment Themes

Ember

Investment Vehicles

Horizon

Platform

Signal

Services

Frontier Pioneer ridge Momentum vector Foundation ember Radial matrix Vector optima Crest

Technology

Optima crest

Owner & Executives

J

JOEL HUBBARD

Investment Advisor, President

CRD
#4712583
Ownership
75% or more
(606) 355-2350
eagle.meridian@vectorcapital.com
in linkedin.com/in/catalyst-fusion
D

Dally Hubbard East

Chief Compliance Officer, Investment Advisor

CRD
#6694440
Ownership
Less than 5%
(580) 909-5819
wave.catalyst@capitalcapital.com
in linkedin.com/in/peak-optima

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Contacts

B

BENJAMIN A. EGGERS

Investment Advisor

CRD
#5839083
(495) 644-8102
north.prime@quantumcapital.com
in linkedin.com/in/quantum-crest
MARGARET DALLY HUBBARD

MARGARET DALLY HUBBARD

--

CRD
#4718611
(437) 322-8062
optima.vector@horizoncapital.com
in linkedin.com/in/radial-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-23-2011
05-24-2012
Category Assets AVG. Account size
Discretionary $104,331,841 $117,864
Non-Discretionary $0 --
Total $104,331,841 $117,864

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Separately Managed Accounts

Total SMA Asset: $104,331,841

$104.3M Total SMA
Equity - Exchange:
25.5%
Public Funds:
20.6%
Cash:
32.5%
U.S. Government/Agency:
21.4%
Asset class Assets Assets %
Equity - Exchange $282,988,510 25.5%
Public Funds $228,610,326 20.6%
Cash $360,671,631 32.5%
U.S. Government/Agency $237,488,397 21.4%
Total $1,109,758,864 100.0%

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