Allan
Budelman
Emfo, LLC
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About this Advisor
Allan Budelman is a financial advisor operating out of Fort Lauderdale, Florida with a total of 6 years of industry experience. Budelman is currently employed by Emfo, LLC. Throughout their career, they have worked at Emfo, LLC, Cps Partners, LLC, Emerald Asset Advisors, LLC and Emerald Allocation Strategies, LLC. Budelman has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Florida. Emfo, LLC is a registered investment company operating out of Fort Lauderdale, FL. It controls $822 million in assets under management across its 288 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 288 client accounts, 46% are held by high-net-worth clients who have more than $1 million in assets available to invest. Emfo, LLC provides a few services, including portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services depend on which services the firm provides the client. Fees billed by Emfo, LLC likely include fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Emfo, LLC Brokerage Details
$821,687,675
16
288
$2,853,082
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Allan Budelman Work History
Allan has been registered as a financial advisor for 6 years.*
Emfo, LLC
Cps Partners, LLC
Emerald Allocation Strategies, LLC
Emerald Asset Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
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