Esm Management LLC

Esm Management LLC (CRD# 150142) is a financial advisory firm headquartered in , . They manage $128,000,000 in 17 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $7,529,412
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, NY, PA

Financial Advisors at Esm Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
William R. Van De Water
CRD#: 5711486
Newton, MA
93
Wealthminder
score

William Van De Water (CRD# 5711486) is an Investment Advisor Representative working at Esm Management LLC in Newton, MA and has over 7 years of experience in the finance industry.

2
Eric S. Meyer
CRD#: 2662997
Newton, MA
90
Wealthminder
score

Eric Meyer (CRD# 2662997) is an Investment Advisor Representative working at Esm Management LLC in Newton, MA and has 1 year of experience in the finance industry.

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