Overview
Assets Under Management: $203 million
Headquarters: WILLIAMSVILLE, NY
High-Net-Worth Clients: 70
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.69
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 901
Discretionary Accounts: 901
Regulatory Filings
CRD Number: 174845
Filing ID: 1995388
Last Filing Date: 2025-06-04 11:05:00
Website: https://emergentwa.com