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EMERALD INVESTMENT ADVISERS, LLC
LEOLA, PA
717-556-8900
SEC #801-134558Total AUM
$2.3B
Employees
12Clients
189Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3175 OREGON PIKE
LEOLA
PA 17540
United States
LEOLA
PA 17540
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Monday - Friday
Phone
717-556-8900
Other Offices
1
Financials
Total AUM
$2.3B
Accounts
189Discretionary
$2.3B
Accounts
189Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
23AUM
$10.3M
HNW Individual Clients
69AUM
$105.6M
Banking Clients
1AUM
$3.9M
Investment Company Clients
1AUM
$85.8M
Pension/Profit Sharing Plan Clients
25AUM
$264M
Charitable Organization Clients
32AUM
$69.2M
Government Entity Clients
1AUM
$15.2M
Investment Advisor Clients
6AUM
$392.4M
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
12AUM
$32.7M
Other Clients
17AUM
$1.3B
Description of Other Clients
WRAP PLATFORMS
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MOPA
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.