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Emeritus Investment Management, Inc. (Mill Valley)


Emeritus Investment Management, Inc. is an adviser based in Mill Valley. It manages $33.17 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Florida.

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Emeritus Investment Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Emeritus Investment Management: assets under management

The assets under management (AUM) of Emeritus Investment Management, Inc. is $33.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $33.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $349.18 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Emeritus Investment Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mill Valley

The principal office where Emeritus Investment Management, Inc. performs its advisory services is located at 254 Miller Avenue, Mill Valley, CA 94941, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-388-3830 or by fax 415-388-3803. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.emeritusinvestment.com.


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