RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
EHMANN, DAWN, GILLIARDIVICE PRESIDENTNA Control
EHMANN, DAWN, GILLIARDIVICE PRESIDENTNA Control
EHMANN, DAWN, GILLIARDIVICE PRESIDENTNA Control
EHMANN, DAWN, GILLIARDIVICE PRESIDENTNA Control
EHMANN, DAWN, GILLIARDIVICE PRESIDENTNA Control
EHMANN, DAWN, GILLIARDIVICE PRESIDENTNA Control
EHMANN, DAWN, GILLIARDIVICE PRESIDENTNA Control
GILLIARD, DIRK, GAVINIVICE PRESIDENTNA
GILLIARD, DIRK, GAVINIVICE PRESIDENTNA
GILLIARD, DIRK, GAVINIVICE PRESIDENTNA
GILLIARD, BARBARA, SMITHIPRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERE Control
GILLIARD, BARBARA, SMITHIPRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERE Control
GILLIARD, BARBARA, SMITHIPRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERE Control
GILLIARD, BARBARA, SMITHIPRESIDENT, CEO & CCOE Control
GILLIARD, BARBARA, SMITHIPRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERE Control
GILLIARD, BARBARA, SMITHIPRESIDENT, CEO & CCOE Control
GILLIARD, BARBARA, SMITHIPRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERE Control
GILLIARD, BARBARA, SMITHIPRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 29, 2012 REGISTERED

Notice Filings (2)

CA FL

Address

254 MILLER AVENUE
MILL VALLEY, CA 94941
United States
Phone: 415-388-3830