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Melissa Jo Budelman

EMFO, LLC·WESTON, Florida
Unclaimed Profile
2700 SOUTH COMMERCE PARKWAY, WESTON, FL 33331CRD# 5343398Firm CRD# 289997
01

About

Melissa Jo Budelman is a registered financial advisor based in WESTON, Florida, affiliated with EMFO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
EMFO, LLC
EMFO, LLC
AUM
$502M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at EMFO, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Subscription fees
Other: FAMILY OFFICE SERVICES: FLAT FEES/PROJECT FEES/A LA CARTE
Regulatory
SEC/IARD CRD# 5343398
Firm CRD# 289997
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Jo Budelman offer?
Melissa Jo Budelman specializes in Investment Management. Contact their office in WESTON, Florida for a consultation.
What are Melissa Jo Budelman's credentials?
Melissa Jo Budelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Jo Budelman located?
Melissa Jo Budelman is based in WESTON, Florida, working with EMFO, LLC. Their office serves clients in the WESTON metropolitan area and surrounding communities.
How does Melissa Jo Budelman charge for services?
Melissa Jo Budelman's firm is compensated through subscription fees, other: family office services: flat fees/project fees/a la carte. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMFO, LLC?
EMFO, LLC has approximately 19 employees and manages $502M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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