Emg

Overview

Emg is a state registered investment adviser based in South Burlington, VT, registered since 2012. It reports $57M in assets under management across 236 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM

$57M

Discretionary

100%

Accounts

236

Average account

$242K

Employees

4

Advisory reps

3

Registered since

2012

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Commissions, Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Todd Robert Toensing President, Chief Compliance Officer CRD 1991943
• Elizabeth Lucartha Kohler Director CRD 1791119
• Scott David Baldwin Vice President CRD 2847135

Advisory reps 3 of 3

• Scott D Baldwin Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2847135
• Jason Scott Brown Investment Adviser Rep CRD 8171363
• Todd R Toensing Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1991943

Location

Headquarters

1233 Shelburne Rd Ste C2B
South Burlington, VT 05403

County

Chittenden

Metro area

Burlington-South Burlington, VT

Region

Northeast

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: emgvt.com

Every state, with registration dates

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