EMERITUS INVESTMENT MANAGEMENT, INC.
CRD #108328 SEC #801-56671 MILL VALLEY, CA 415-388-3830
SEC Registered
Total AUM
$33.2M
Discretionary
$33.2M
Employees
1
Clients
51
Accounts
95
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $33.2M | $33.2M | $0 | 1 | 26 |
| Mar 2012 | $33.2M | $33.2M | $0 | 1 | 26 |
| Mar 2011 | $33.9M | $33.9M | $0 | 5 | -- |
| Mar 2009 | $26M | $26M | $0 | 5 | -- |
| Mar 2008 | $40.7M | $40.7M | $0 | 5 | -- |
| Mar 2007 | $37.8M | $37.8M | $0 | 5 | -- |
| Jan 2006 | $36.1M | $36.1M | $0 | 5 | -- |
| Oct 2005 | $31.6M | $31.6M | $0 | 5 | -- |
DateJun 2012
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$33.9M
Discretionary$33.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$40.7M
Discretionary$40.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees5
Clients--