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Building 2EMERALD ADVISORS, LLC

Map pinBELLEVUE, WA
Phone(425) 458-3853
NotebookSEC #801-117515
Total AUM
$941.4M
Employees
11
Clients
216

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3055 112TH AVE NE
SUITE 206
BELLEVUE
WA 98004
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(425) 458-3853

ReceiptFinancials

Total AUM
$941.4M
Accounts
983
Discretionary
$938.4M
Accounts
976
Non-Discretionary
$3M
Accounts
7

ContactClients

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Individual Clients
64
AUM
$25.9M
HNW Individual Clients
151
AUM
$915.5M
Corporation or Business Clients
1
AUM
$13.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCGAILLAMDMIMNNENYOHTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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