Executive Money Managers, Inc. (Marietta)

Name: Executive Money Managers, Inc.
Address: 4330 Blackland Way, Marietta, GA, 30067 4006
Telephone: 770-953-1135

Executive Money Managers, Inc. is an adviser based in Marietta. It manages $61.05 million of regulatory assets for 518 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Florida, Georgia, and Texas.

Executive Money Managers provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Executive Money Managers: assets under management

The assets under management (AUM) of Executive Money Managers, Inc. is $61.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $61.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $117.86 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Executive Money Managers, 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.

Careers at Executive Money Managers, Inc.

Joel Hubbard has been acting as President since 1 Nov 1989. Margaret Dally Hubbard joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joel Hubbard	President	1 Nov 1989	75% - 100%	4712583
Margaret Dally Hubbard	Chief compliance officer	1 Nov 1989	Other	4718611

Based in Marietta

The principal office where Executive Money Managers, Inc. performs its advisory services is located at 4330 Blackland Way, Marietta, GA 30067 4006, 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 770-953-1135 or by fax 770-953-1136. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.executivemoneymanagers.com.