Emstone Advisers, LLC is a large advisory firm based in Radnor. It manages $102.92 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Ohio and Pennsylvania.
Emstone Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Emstone Advisers, LLC is $102.92 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Emstone Advisers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Emstone Advisers is pooled investment vehicles with 1 clients and $17.89 million of assets under management. Among the 7 most similar advisory firms, Emstone Advisers has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $17.89 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Emstone Advisers doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Emstone Advisers, LLC performs its advisory services is located at 201 King Of Prussia Road, Radnor, PA 19087, which is also the mailing address of the firm. An additional office of the firm is in Leola, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 484-254-5401 or by fax 610-260-6241. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at emstoneadvisers.com.