Emg (CRD# 116184) is a financial advisory firm headquartered in South Burlington, VT. They manage $34,642,000 in 225 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts225ACCOUNTS
Average Account Value$153,964
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
Todd Toensing (CRD# 1991943) is an Investment Advisor Representative working at Emg in South Burlington, VT and has over 28 years of experience in the finance industry. Todd Toensing has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Baldwin (CRD# 2847135) is an Investment Advisor Representative working at Emg in South Burlington, VT and has over 19 years of experience in the finance industry.
Burton Steen (CRD# 1153577) is an Investment Advisor Representative working at Emg in South Burlington, VT and has 1 year of experience in the finance industry.