Ema Sma LLC

Ema Sma LLC (CRD# 311671) is a financial advisory firm headquartered in , . They manage $10,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.ema2.com
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $5,000,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Ema Sma LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Foley, financial advisor Sherborn MA
David A. Foley
CRD#: 2666649
59 North Main Street 1, Sherborn, MA 01770

David Foley (CRD# 2666649) is an Investment Advisor Representative working at Ema Sma LLC in Sherborn, MA and has over 3 years of experience in the finance industry.

2
Lawrence Lepard, financial advisor Sherborn MA
Lawrence W. Lepard
CRD#: 721071
Sherborn, MA

Lawrence Lepard (CRD# 721071) is an Investment Advisor Representative working at Ema Sma LLC in Sherborn, MA and has over 2 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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