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E2M PARTNERS, LLC
E2M PARTNERS, LLC
DALLAS, Texas
·
8 registered advisors
·
CRD# 160778
SEC# 801-73484
0
214-443-1900
01
Firm Overview
AUM
$193M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at E2M PARTNERS, LLC
8 registered advisors
David Michael Jacobs
DALLAS, Texas
CRD# 4904988
Heather Lynn Kreager
DALLAS, Texas
CRD# 6317802
Mark De La Ronde Van Kirk
DALLAS, Texas
CRD# 6025698
Mary Keeffe
DALLAS, Texas
CRD# 6025699
Morton Herbert Meyerson
DALLAS, Texas
CRD# 4904974
Paul Edward Rowsey
DALLAS, Texas
CRD# 4904979
Robert Wayne Korba
DALLAS, Texas
CRD# 4479754
William Pinkney Daves
DALLAS, Texas
CRD# 6025694
05
Office Locations
DALLAS, Texas
8 advisors
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Data sourced from SEC Form ADV filings. E2M PARTNERS, LLC (CRD# 160778) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.