Eric
Schwartz
Aem Asset Management, LLC
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About this Advisor
Eric Schwartz is a financial advisor based in Somerset, New Jersey, working with Aem Asset Management, LLC. Eric has previously held positions at Rrbb Asset Management LLC, Rrbb (Rosenburg Rich Baker Berman & Company), Njpmi LLC, and Aem Asset Management, LLC. Eric has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Eric is part of Aem Asset Management, LLC, which operates out of Somerset, New Jersey. The firm has 1 office and 2 employees. The firm manages assets totaling $127.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Aem Asset Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aem Asset Management, LLC Brokerage Details
$127,881,934
2
45
$2,841,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Eric Schwartz Work History
Aem Asset Management, LLC
Aem Asset Management, LLC
Njpmi LLC
Rrbb (Rosenburg Rich Baker Berman & Company)
Rrbb Asset Management LLC
Rrbb Asset Management LLC
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 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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