Eric
Schwartz
Aem Asset Management, LLC
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About this Advisor
Eric Schwartz is a financial advisor working out of Somerset, New Jersey, who has 3 years of relevant experience. Schwartz works at Aem Asset Management, LLC. Over the course of their career, Schwartz has held roles at Rrbb Asset Management LLC, Rrbb (Rosenburg Rich Baker Berman & Company), Njpmi LLC and Aem Asset Management, LLC. Schwartz has a Series 65 license, qualifying them as an investment advisor representative, and can work in New Jersey. Aem Asset Management, LLC is an advisory company operating out of Somerset, NJ. The company has just two financial advisors. It has $131 million in assets under management among its 49 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 49 client accounts, 53% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Aem Asset Management, LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice largely are based on the services provided. However, fee types billed by Aem Asset Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aem Asset Management, LLC Brokerage Details
$131,172,324
2
49
$2,676,986
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eric Schwartz Work History
Eric has been registered as a financial advisor for 3 years.*
Aem Asset Management, LLC
Aem Asset Management, LLC
Njpmi LLC
Rrbb (Rosenburg Rich Baker Berman & Company)
Rrbb Asset Management LLC
Rrbb Asset Management 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 Eric Schwartz 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 Aem Asset Management, LLC
Bushkill, PA
Somerset, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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