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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 26, 2019
    • $224.8M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 130
      number of clients
    • $1.7M
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Property & Casualty Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax
  • Legal
    • -Legal Planning
    • -Other Legal

Firm Client types

Advisors

Current Advisors

# of advisors

4

name start date
Allan M. Budelman
December 2005
Scot L. Hunter
May 2007
Troy Canner Sorel
February 2014
Robert Levin
January 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Emfo, LLC IAR $211,458,717

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Scot Laurence Hunter Ceo, Managing Member January, 2008 less than 5%
      Allan Michael Budelman Managing Partner, Managing Member December, 2007 less than 5%
      Melissa Jo Budelman Chief Compliance Officer March, 2016 less than 5%
        Source: SEC

        Fees

        Fee Only Firm
        $
        This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

        Types of Compensation Arrangements

        • Percentage Of Assets