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AEM ASSET MANAGEMENT, LLC
CRD 310360 · SEC 801-119397
265 DAVIDSON AVENUE, SUITE 210, SOMERSET, NJ, 08873, United States
Phone
973-714-6437
Fax
908-231-6894
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.9M
Discretionary AUM
$117.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $7.0M |
| High net worth individuals | 22 | $96.9M |
| Charitable organizations | 1 | $14.0M |
States served
NJ, NY, PA
All web addresses on file
Official SEC filing: View on IAPD