Overview
Assets Under Management: $368 million
Headquarters: WESTON, FL
High-Net-Worth Clients: 95
Average Client Assets: $2.5 million
Frequently Asked Questions
EMERALD ASSET ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107935), EMERALD ASSET ADVISORS LLC is subject to fiduciary duty under federal law.
EMERALD ASSET ADVISORS LLC is headquartered in WESTON, FL.
EMERALD ASSET ADVISORS LLC serves 95 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, EMERALD ASSET ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
EMERALD ASSET ADVISORS LLC manages $368 million in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, EMERALD ASSET ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.28%
Average Client Assets: $2.5 million
Total Client Accounts: 668
Discretionary Accounts: 658
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 107935
Filing ID: 1162695
Last Filing Date: 2018-03-26 15:28:00