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Building 2EMERALD ADVISERS, LLC

Map pinLEOLA, PA
Phone717-396-1116
NotebookSEC #801-40263
Total AUM
$3.3B
Employees
35
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3175 OREGON PIKE
LEOLA
PA 17540
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
717-396-1116
Other Offices
1

ReceiptFinancials

Total AUM
$3.3B
Accounts
43
Discretionary
$3.3B
Accounts
43
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$245M
Pension/Profit Sharing Plan Clients
8
AUM
$749.2M
Charitable Organization Clients
1
AUM
$91.5M
Government Entity Clients
23
AUM
$2.1B
Insurance Company Clients
1
AUM
$157.4M
Corporation or Business Clients
1
AUM
$208.1K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEGANJPATX

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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