Aem Asset Management, LLC

Aem Asset Management, LLC (CRD# 310360) is a financial advisory firm headquartered in Somerset, NY. They manage $127,881,934 in 45 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

265 Davidson Avenue, Suite 210, Somerset, NY 08873

https://www.aemadvisory.com

By the Numbers

Total Assets Under Management

128

MILLION
Total Number of Accounts

45

ACCOUNTS
Average Account Value

$2,841,821

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

NJ, NY, PA

Financial Advisors at Aem Asset Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Francis J. Dendulk

CRD#: 6885509

Bushkill, PA

Francis Dendulk (CRD# 6885509) is an Investment Advisor Representative working at Aem Asset Management, LLC in Bushkill, PA and has over 7 years of experience in the finance industry.

Eric J. Schwartz

CRD#: 5879911

265 Davidson Ave, Suite 210, Somerset, NJ 08873

Eric Schwartz (CRD# 5879911) is an Investment Advisor Representative working at Aem Asset Management, LLC in Somerset, NJ and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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