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EMBLEM GROUP, L.P.
EMBLEM GROUP, L.P.
BOSTON, Massachusetts
·
2 registered advisors
·
CRD# 329533
SEC# 801-130156
0
781-208-2409
01
Firm Overview
AUM
$192M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at EMBLEM GROUP, L.P.
2 registered advisors
Patrick Lindsey Cook
BOSTON, Massachusetts
CRD# 5378444
Ryan James Duffy
BOSTON, Massachusetts
CRD# 4819293
05
Office Locations
BOSTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. EMBLEM GROUP, L.P. (CRD# 329533) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.