EMERITUS INVESTMENT MANAGEMENT, INC.

MILL VALLEY, California·2 registered advisors·CRD# 108328
SEC# 801-56671415-388-3830
01

Firm Overview

AUM
$33M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EMERITUS INVESTMENT MANAGEMENT, INC.

2 registered advisors
Barbara Smith Gilliard
MILL VALLEY, California
Dawn Gilliard Ehmann
MILL VALLEY, California
05

Office Locations

MILL VALLEY, California
2 advisors

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Data sourced from SEC Form ADV filings. EMERITUS INVESTMENT MANAGEMENT, INC. (CRD# 108328) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.