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Adam Weston Gurwitz

EMBASSY ASSET MANAGEMENT LP·SHORT HILLS, New Jersey
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1200 MORRIS TURNPIKE, SHORT HILLS, NJ 07078CRD# 4833621Firm CRD# 314768
01

About

Adam Weston Gurwitz is a registered financial advisor based in SHORT HILLS, New Jersey, affiliated with EMBASSY ASSET MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
EMBASSY ASSET MANAGEMENT LP
EMBASSY ASSET MANAGEMENT LP
AUM
$262M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EMBASSY ASSET MANAGEMENT LP →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4833621
Firm CRD# 314768
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Weston Gurwitz offer?
Adam Weston Gurwitz specializes in Investment Management, Retirement Planning. Contact their office in SHORT HILLS, New Jersey for a consultation.
What are Adam Weston Gurwitz's credentials?
Adam Weston Gurwitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Weston Gurwitz located?
Adam Weston Gurwitz is based in SHORT HILLS, New Jersey, working with EMBASSY ASSET MANAGEMENT LP. Their office serves clients in the SHORT HILLS metropolitan area and surrounding communities.
How does Adam Weston Gurwitz charge for services?
Adam Weston Gurwitz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMBASSY ASSET MANAGEMENT LP?
EMBASSY ASSET MANAGEMENT LP has approximately 6 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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