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Emery Financial Services Inc. (Potomac Falls)


Emery Financial Services Inc. is an adviser based in Potomac Falls. It manages $3.6 million of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2003.

Emery Financial Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Emery Financial Services: assets under management

The assets under management (AUM) of Emery Financial Services Inc. is $3.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40.45 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Emery Financial Services Inc. for their services and products based on a percentage of assets under management and hourly charges. 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 Potomac Falls

The principal office where Emery Financial Services Inc. performs its advisory services is located at 46179 Westlake Drive, Potomac Falls, VA 20165, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 703-714-7351 or by fax 703-356-0550. The normal business hours are 8am to 5 pm on Monday - Friday.


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