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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-26-2007
- Office Locations
- 1
Office Locations
About IEM Asset Management, LLC
IEM Asset Management, LLC is a New Jersey–registered investment adviser (the firm notes FINRA/NJ Bureau of Securities oversight) serving retail clients, including entrepreneurs. The firm provides asset management and financial planning, with portfolio construction, estate planning, and insurance/life insurance planning support. Investment approach emphasizes active management and asset allocation across equities, fixed income, ETFs, and annuity/private placement solutions. Owner-managed boutique based in Red Bank, NJ.
Team overview
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Client Personas
Investment Themes
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Owner & Executives
MUJIBUN NISA KHAN
Managing Member
- CRD
- #4579234
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,670,374 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,670,374 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,670,374
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $2,779,223,742 | 39.4% |
| Equity - OTC | $4,274,643,624 | 60.6% |
| Total | $7,053,867,366 | 100.0% |