Allan
Budelman
Emfo, LLC
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About this Advisor
Allan Budelman is a financial advisor based in Fort Lauderdale, Florida, working with Emfo, LLC. Allan has previously held positions at Emfo, LLC, Emerald Asset Advisors, LLC, and Cps Partners, LLC. Allan has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Florida. Currently, Allan is part of Emfo, LLC, which operates out of Fort Lauderdale, Florida. The firm has 19 employees and manages assets totaling $501.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Emfo, LLC includes fixed and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Emfo, LLC Brokerage Details
$501,692,642
19
274
$1,830,995
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Allan Budelman Work History
Emfo, LLC
Cps Partners, LLC
Emerald Asset Advisors, LLC
Disclosures
Please visit the SEC profile of Allan Budelman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Emfo, LLC
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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