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  5. EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES, LLC

EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES, LLC

Company Details

Name: EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 07 Jul 1998 (27 years ago)
Entity Number: 2276612
ZIP code: 12210
County: New York
Place of Formation: New York
Address: 99 WASHINGTON AVE., SUITE 805-A, ALBANY, NY, United States, 12210

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
VT5LDB2955P6 2024-09-11 299 BROADWAY, STE 1520, NEW YORK, NY, 10007, 2065, USA 299 BROADWAY STE 1520, NEW YORK, NY, 10007, 2065, USA

Business Information
URL http://www.emaxllc.com
Congressional District 10
State/Country of Incorporation NY, USA
Activation Date 2023-09-14
Initial Registration Date 2002-04-23
Entity Start Date 1998-07-07
Fiscal Year End Close Date Dec 31

Service Classifications
NAICS Codes 522320, 523150, 523940, 524291, 531210, 531390, 541211, 541219, 541611, 541612, 541613, 541614, 541618, 541620, 541910, 561110, 561210, 561440, 561990, 611430
Product and Service Codes B505, B506, B507, B513, B545, B547, DF01, DF10, R404, R405, R406, R408, R410, R411, R422, R499, R616, R617, R702, R707, R710, R799

Points of Contacts
Electronic Business
Title PRIMARY POC
Name AUDREY MCGUIRE
Address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007, USA
Title ALTERNATE POC
Name MICHAEL MCGUIRE
Address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007, USA
Government Business
Title PRIMARY POC
Name AUDREY MCGUIRE
Address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007, USA
Title ALTERNATE POC
Name MICHAEL MCGUIRE
Address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007, USA
Past Performance
Title PRIMARY POC
Name AUDREY MCGUIRE
Address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007, USA
Title ALTERNATE POC
Name MICHAEL MCGUIRE
Address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007, USA

Central Index Key

CIK number Mailing Address Business Address Phone
1672962 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007 212-813-3510

Filings since 2017-09-08
Form type MA-W
File number 867-02057
Filing date 2017-09-08
File View File

Filings since 2017-09-08
Form type MA-I/A
File number 868-05170
Filing date 2017-09-08
File View File

Filings since 2017-09-08
Form type MA-I/A
File number 868-05170
Filing date 2017-09-08
File View File

Filings since 2017-09-08
Form type MA-I/A
File number 868-05170
Filing date 2017-09-08
File View File

Filings since 2017-08-10
Form type MA-I/A
File number 868-05170
Filing date 2017-08-10
File View File

Filings since 2017-08-10
Form type MA-I/A
File number 868-05170
Filing date 2017-08-10
File View File

Filings since 2016-06-10
Form type MA-I
File number 868-05170
Filing date 2016-06-10
File View File

Filings since 2016-06-10
Form type MA-I
File number 868-05170
Filing date 2016-06-10
File View File

Filings since 2016-06-10
Form type MA-I
File number 868-05170
Filing date 2016-06-10
File View File

Filings since 2016-06-10
Form type MA-I
File number 868-05170
Filing date 2016-06-10
File View File

Filings since 2016-06-10
Form type MA-I
File number 868-05170
Filing date 2016-06-10
File View File

Filings since 2016-05-19
Form type MA
File number 867-02057
Filing date 2016-05-19
File View File

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
1X6J9 Active Non-Manufacturer 2002-04-24 2024-08-23 2029-08-23 2025-08-21

Contact Information
POC AUDREY MCGUIRE
Phone +1 212-813-3510
Fax +1 212-813-3505
Address 299 BROADWAY, NEW YORK, NY, 10007 2065, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 401 K PROFIT SHARING PLAN 2023 134014307 2024-09-03 EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2128133510
Plan sponsor’s address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2024-09-03
Name of individual signing AUDREY MCGUIRE
EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 401 K PROFIT SHARING PLAN 2022 134014307 2023-10-12 EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2128133510
Plan sponsor’s address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing AUDREY MCGUIRE
EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 401 K PROFIT SHARING PLAN 2021 134014307 2022-07-27 EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2128133510
Plan sponsor’s address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2022-07-27
Name of individual signing AUDREY MCGUIRE
Role Employer/plan sponsor
Date 2022-07-27
Name of individual signing AUDREY MCGUIRE
EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 401 K PROFIT SHARING PLAN 2020 134014307 2021-07-27 EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2128133510
Plan sponsor’s address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2021-07-27
Name of individual signing AUDREY MCGUIRE
EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 401 K PROFIT SHARING PLAN 2019 134014307 2020-10-05 EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2128133510
Plan sponsor’s address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2020-10-05
Name of individual signing AUDREY MCGUIRE
EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 401 K PROFIT SHARING PLAN 2018 134014307 2019-09-24 EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2128133510
Plan sponsor’s address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2019-09-24
Name of individual signing AUDREY MCGUIRE
Role Employer/plan sponsor
Date 2019-09-24
Name of individual signing AUDREY MCGUIRE
EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 401 K PROFIT SHARING PLAN 2017 134014307 2018-09-27 EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2128133510
Plan sponsor’s address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2018-09-27
Name of individual signing AUDREY MCGUIRE
Role Employer/plan sponsor
Date 2018-09-27
Name of individual signing AUDREY MCGUIRE
EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC PROFIT SHARING PLAN 2016 134014307 2017-09-14 EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2128133510
Plan sponsor’s address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2017-09-14
Name of individual signing AUDREY MCGUIRE
EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC PROFIT SHARING PLAN 2015 134014307 2016-09-28 EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2128133510
Plan sponsor’s address 299 BROADWAY, SUITE 1520, NEW YORK, NY, 10007

Signature of
Role Plan administrator
Date 2016-09-28
Name of individual signing AUDREY MCGUIRE
Role Employer/plan sponsor
Date 2016-09-28
Name of individual signing AUDREY MCGUIRE
EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC PROFIT SHARING PLAN 2014 134014307 2015-10-09 EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-01-01
Business code 523900
Sponsor’s telephone number 2128133510
Plan sponsor’s address 60 BROAD STREET, SUITE 3501, NEW YORK, NY, 10004

Signature of
Role Plan administrator
Date 2015-10-09
Name of individual signing AUDREY MCGUIRE
Role Employer/plan sponsor
Date 2015-10-09
Name of individual signing AUDREY MCGUIRE

DOS Process Agent

Name Role Address
INCORP SERVICES, INC. DOS Process Agent 99 WASHINGTON AVE., SUITE 805-A, ALBANY, NY, United States, 12210

Agent

Name Role Address
INCORP SERVICES, INC. Agent 99 WASHINGTON AVE., SUITE 805-A, ALBANY, NY, 12210

History

Start date End date Type Value
2015-07-13 2024-07-02 Address 99 WASHINGTON AVE., SUITE 805-A, ALBANY, NY, 12210, 2822, USA (Type of address: Registered Agent)
2015-07-13 2024-07-02 Address 99 WASHINGTON AVE., SUITE 805-A, ALBANY, NY, 12210, 2822, USA (Type of address: Service of Process)
2012-08-01 2015-07-13 Address 60 BROAD ST / SUITE 3501, NEW YORK, NY, 10004, USA (Type of address: Service of Process)
2011-06-27 2012-08-01 Address 60 BROAD STREET, SUITE 3501, NEW YORK, NY, 10004, USA (Type of address: Service of Process)
2008-07-18 2011-06-27 Address 60 BROAD ST STE 3501, NEW YORK, NY, 10004, USA (Type of address: Service of Process)
1998-07-07 2008-07-18 Address 475 FIFTH AVENUE SUITE 1200, NEW YORK, NY, 10017, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240702003011 2024-07-02 BIENNIAL STATEMENT 2024-07-02
180710006163 2018-07-10 BIENNIAL STATEMENT 2018-07-01
160705007427 2016-07-05 BIENNIAL STATEMENT 2016-07-01
150924000339 2015-09-24 CERTIFICATE OF PUBLICATION 2015-09-24
150713000977 2015-07-13 CERTIFICATE OF CHANGE 2015-07-13
140709006269 2014-07-09 BIENNIAL STATEMENT 2014-07-01
120801002037 2012-08-01 BIENNIAL STATEMENT 2012-07-01
110627000297 2011-06-27 CERTIFICATE OF CHANGE 2011-06-27
080718003319 2008-07-18 BIENNIAL STATEMENT 2008-07-01
050922000432 2005-09-22 CERTIFICATE OF AMENDMENT 2005-09-22

Awards

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
DELIVERY ORDER AWARD N0016405F0126 2008-09-29 2009-08-07 2009-08-07
Unique Award Key CONT_AWD_N0016405F0126_9700_GS23F9810H_4730
Awarding Agency Department of Defense
Link View Page

Award Amounts
Obligated Amount 1958764.00
Current Award Amount 0.00
Potential Award Amount 0.00

Description
Title INCREMENTAL FUNDING 200511!A05657!1700!N00164!CRANE DIVISION NAVAL SURFACE !GS23F9810H !C!N! !N!N0016405F0126! !20050808!20060807!024074309!024074309!024074309!N!FEDERAL ASSET ADVISORY CO LLC !475 5TH AVE !NEW YORK !NY!10017!51000!061!36!NEW YORK !NEW YORK !NEW YORK !+000000754636!N!N!000000000000!M161!OPERATION/FAMILY HOUSING FACILITIES !S1 !SERVICES !000 !* !531390!E! !6! ! ! ! ! !20200930!B! ! ! ! !A! ! ! !000! ! ! ! ! ! ! !Y!B!Y!N! ! ! ! ! ! !000! ! ! ! ! ! ! !97AS!SA4710!0001! !
NAICS Code 523999: MISCELLANEOUS FINANCIAL INVESTMENT ACTIVITIES
Product and Service Codes R710: FINANCIAL SERVICES

Recipient Details
Recipient EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC
UEI VT5LDB2955P6
Legacy DUNS 024074309
Recipient Address UNITED STATES, 475 5TH AVE, NEW YORK, NEW YORK, NEW YORK, 100176220
DCA AWARD DU100200307DCOPC22418 2008-09-27 2008-09-30 2008-09-30
Unique Award Key CONT_AWD_DU100200307DCOPC22418_8600_-NONE-_-NONE-
Awarding Agency Department of Housing and Urban Development
Link View Page

Description
Title PROGRAM FINANCIAL ADVISOR
NAICS Code 541611: ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES
Product and Service Codes AD26: SERVICES (MANAGEMENT/SUPPORT)

Recipient Details
Recipient EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC
UEI VT5LDB2955P6
Legacy DUNS 024074309
Recipient Address UNITED STATES, 475 5TH AVE, 12TH FLOOR, NEW YORK, 100177239
DO AWARD EDED04CO0014DO0003 2008-04-04 2005-02-28 2005-02-28
Unique Award Key CONT_AWD_EDED04CO0014DO0003_9100_EDED04CO0014_9100
Awarding Agency Department of Education
Link View Page

Description
Title TRAINING
NAICS Code 611430: PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING
Product and Service Codes U008: TRAINING/CURRICULUM DEVELOPMENT

Recipient Details
Recipient EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC
UEI VT5LDB2955P6
Legacy DUNS 024074309
Recipient Address UNITED STATES, 475 5TH AVE, NEW YORK, 100176202
No data IDV EDED04CO0014 2008-02-28 No data No data
Unique Award Key CONT_IDV_EDED04CO0014_9100
Awarding Agency Department of Education
Link View Page

Description
Title TRAINING
NAICS Code 611430: PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING
Product and Service Codes U008: TRAINING/CURRICULUM DEVELOPMENT

Recipient Details
Recipient EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC
UEI VT5LDB2955P6
Legacy DUNS 024074309
Recipient Address UNITED STATES, 475 5TH AVE, NEW YORK, 100176202
DO AWARD EDED04CO0014DO0004 2008-02-14 2005-07-15 2005-07-15
Unique Award Key CONT_AWD_EDED04CO0014DO0004_9100_EDED04CO0014_9100
Awarding Agency Department of Education
Link View Page

Description
Title FINANCIAL ADVISORY SERVICE REPORT TO CONGRESS
NAICS Code 611430: PROFESSIONAL AND MANAGEMENT DEVELOPMENT TRAINING
Product and Service Codes R710: FINANCIAL SERVICES

Recipient Details
Recipient EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC
UEI VT5LDB2955P6
Legacy DUNS 024074309
Recipient Address UNITED STATES, 475 5TH AVE, NEW YORK, 100176202
DELIVERY ORDER AWARD EDED04CO0014DO0005 2008-02-28 2006-09-30 2007-09-30
Unique Award Key CONT_AWD_EDED04CO0014DO0005_9100_GS23F9810H_4730
Awarding Agency Department of Education
Link View Page

Award Amounts
Obligated Amount 383964.14
Current Award Amount 455018.67
Potential Award Amount 455018.67

Description
Title FSA FINANCIAL MODEL DEVELOPMENT AND REPORTING
NAICS Code 523999: MISCELLANEOUS FINANCIAL INVESTMENT ACTIVITIES
Product and Service Codes R710: FINANCIAL SERVICES

Recipient Details
Recipient EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC
UEI VT5LDB2955P6
Legacy DUNS 024074309
Recipient Address UNITED STATES, 475 5TH AVE, NEW YORK, NEW YORK, NEW YORK, 100176220
DO AWARD DU100199906COPCT0001COPC21476 2009-09-30 2001-09-28 2001-09-28
Unique Award Key CONT_AWD_DU100199906COPCT0001COPC21476_8600_COPC21476_8600
Awarding Agency Department of Housing and Urban Development
Link View Page

Description
Title CONTRACT CLOSEOUT
Product and Service Codes R499: OTHER PROFESSIONAL SERVICES

Recipient Details
Recipient EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC
UEI VT5LDB2955P6
Legacy DUNS 024074309
Recipient Address UNITED STATES, 475 5TH AVE, NEW YORK, 100176220
DELIVERY ORDER AWARD W91QVN09F1543 2009-08-11 2010-02-09 2010-02-09
Unique Award Key CONT_AWD_W91QVN09F1543_9700_GS23F9810H_4730
Awarding Agency Department of Defense
Link View Page

Award Amounts
Obligated Amount 244152.92
Current Award Amount 244152.92
Potential Award Amount 244152.92

Description
Title SCHOOLS CAPITAL IMPROVEMENT PPV STUDY
NAICS Code 523999: MISCELLANEOUS FINANCIAL INVESTMENT ACTIVITIES
Product and Service Codes R499: OTHER PROFESSIONAL SERVICES

Recipient Details
Recipient EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC
UEI VT5LDB2955P6
Legacy DUNS 024074309
Recipient Address UNITED STATES, 475 5TH AVE, NEW YORK, NEW YORK, NEW YORK, 100176220
DCA AWARD DU100199912DCOPC21602 2009-04-13 2001-12-29 2001-12-29
Unique Award Key CONT_AWD_DU100199912DCOPC21602_8600_-NONE-_-NONE-
Awarding Agency Department of Housing and Urban Development
Link View Page

Description
Title THE PURPOSE OF THIS MODIFICATION IS TO DE-OBLIGATE FUNDS ($52,711.11) AND CLOSE OUT CONTRACT NUMBER C-OPC-21602.
NAICS Code 541211: OFFICES OF CERTIFIED PUBLIC ACCOUNTANTS
Product and Service Codes R499: OTHER PROFESSIONAL SERVICES

Recipient Details
Recipient EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC
UEI VT5LDB2955P6
Legacy DUNS 024074309
Recipient Address UNITED STATES, 475 5TH AVE, NEW YORK, 100176220
No data IDV VA101004BBP0008 2010-07-01 No data No data
Unique Award Key CONT_IDV_VA101004BBP0008_3600
Awarding Agency Department of Veterans Affairs
Link View Page

Award Amounts
Obligated Amount 0.00
Potential Award Amount 0.00

Description
Title POST TRANSACTION SUPPORT OF EUL
NAICS Code 523999: MISCELLANEOUS FINANCIAL INVESTMENT ACTIVITIES
Product and Service Codes AD21: SERVICES (BASIC)

Recipient Details
Recipient EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC
UEI VT5LDB2955P6
Legacy DUNS 024074309
Recipient Address UNITED STATES, 475 5TH AVE, NEW YORK, NEW YORK, NEW YORK, 100176220

Related by officers

INCORP SERVICES, INC.

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Related by address

99 WASHINGTON AVE., SUITE 805-A, ALBANY, NY, United States, 12210

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Date of last update: 03 Jan 2025

Sources: New York Secretary of State

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