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Emilie Esteban Sumera

THE INVESTMENT ADVISOR ALLIANCE LLC·ATLANTA, Georgia
Unclaimed Profile
1555 PEACHTREE ST NW, ATLANTA, GA 30309CRD# 5706509Firm CRD# 125185
01

About

Emilie Esteban Sumera is a registered financial advisor based in ATLANTA, Georgia, affiliated with THE INVESTMENT ADVISOR ALLIANCE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
THE INVESTMENT ADVISOR ALLIANCE LLC
THE INVESTMENT ADVISOR ALLIANCE LLC
AUM
$184M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at THE INVESTMENT ADVISOR ALLIANCE LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: OTHER RIAS
Regulatory
SEC/IARD CRD# 5706509
Firm CRD# 125185
8 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Emilie Esteban Sumera offer?
Emilie Esteban Sumera specializes in Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Emilie Esteban Sumera's credentials?
Emilie Esteban Sumera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emilie Esteban Sumera located?
Emilie Esteban Sumera is based in ATLANTA, Georgia, working with THE INVESTMENT ADVISOR ALLIANCE LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Emilie Esteban Sumera charge for services?
Emilie Esteban Sumera's firm is compensated through percentage of aum, hourly charges, subscription fees, other: other rias. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE INVESTMENT ADVISOR ALLIANCE LLC?
THE INVESTMENT ADVISOR ALLIANCE LLC has approximately 4 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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