Emerson Dankovich Advisors, Inc. (Troy)


Emerson Dankovich Advisors, Inc. is a large advisory firm based in Troy. It manages $231.79 million of regulatory assets for 532 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Michigan and Texas.

Emerson Dankovich Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Emerson Dankovich Advisors: assets under management

The assets under management (AUM) of Emerson Dankovich Advisors, Inc. is $231.79 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $203.04 million in discretionary accounts and $28.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $391.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.21 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Emerson Dankovich Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Troy

The principal office where Emerson Dankovich Advisors, Inc. performs its advisory services is located at 901 Wilshire Drive, Troy, MI 48084, 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 248-244-8900 or by fax 248-244-8990. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.emersondankovich.com.