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Building 2EMERALD ASSET MANAGEMENT, INC.

Map pinROCKY MOUNT, NC
Phone252-443-7616
NotebookSEC #801-132053
Total AUM
$120.8M
Employees
2
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2343 PROFESSIONAL DRIVE
SUITE B
ROCKY MOUNT
NC 27804
United States
Operating Hours
9PM-5PM MON-THURS; 9AM-12PM ON FRI
Monday - Friday
Phone
252-443-7616

ReceiptFinancials

Total AUM
$120.8M
Accounts
424
Discretionary
$117.7M
Accounts
417
Non-Discretionary
$3M
Accounts
7

ContactClients

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Individual Clients
90
AUM
$18.2M
HNW Individual Clients
77
AUM
$101.9M
Charitable Organization Clients
1
AUM
$559.5K
Corporation or Business Clients
2
AUM
$72.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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