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EMBASSY ASSET MANAGEMENT LP
EMBASSY ASSET MANAGEMENT LP
SHORT HILLS, New Jersey
·
3 registered advisors
·
CRD# 314768
SEC# 801-122393
0
862.278.2113
01
Firm Overview
AUM
$262M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at EMBASSY ASSET MANAGEMENT LP
3 registered advisors
Adam Weston Gurwitz
SHORT HILLS, New Jersey
CRD# 4833621
John David Kidd
SHORT HILLS, New Jersey
CRD# 5189435
Stephen Patrick Connors
SHORT HILLS, New Jersey
CRD# 7418153
05
Office Locations
SHORT HILLS, New Jersey
3 advisors
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Data sourced from SEC Form ADV filings. EMBASSY ASSET MANAGEMENT LP (CRD# 314768) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.