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Barbara Smith Gilliard

EMERITUS INVESTMENT MANAGEMENT, INC.·MILL VALLEY, California
Unclaimed Profile
254 MILLER AVENUE, MILL VALLEY, CA 94941CRD# 1452547Firm CRD# 108328
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About

Barbara Smith Gilliard is a registered financial advisor based in MILL VALLEY, California, affiliated with EMERITUS INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EMERITUS INVESTMENT MANAGEMENT, INC.
EMERITUS INVESTMENT MANAGEMENT, INC.
AUM
$33M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at EMERITUS INVESTMENT MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1452547
Firm CRD# 108328
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Barbara Smith Gilliard offer?
Barbara Smith Gilliard specializes in Financial Planning, Investment Management. Contact their office in MILL VALLEY, California for a consultation.
What are Barbara Smith Gilliard's credentials?
Barbara Smith Gilliard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Smith Gilliard located?
Barbara Smith Gilliard is based in MILL VALLEY, California, working with EMERITUS INVESTMENT MANAGEMENT, INC.. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.
How does Barbara Smith Gilliard charge for services?
Barbara Smith Gilliard's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMERITUS INVESTMENT MANAGEMENT, INC.?
EMERITUS INVESTMENT MANAGEMENT, INC. has approximately 1 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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