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Building 2EMERALD ASSET ADVISORS LLC

Map pinWESTON, FL
Phone954-385-9624
NotebookSEC #801-56946
Total AUM
$224.8M
Employees
7
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2843 EXECUTIVE PARK DRIVE
WESTON
FL 33331
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
954-385-9624
Other Offices
2

ReceiptFinancials

Total AUM
$224.8M
Accounts
547
Discretionary
$192.5M
Accounts
538
Non-Discretionary
$32.3M
Accounts
9

ContactClients

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Individual Clients
108
AUM
$33.3M
HNW Individual Clients
84
AUM
$178.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Corporation or Business Clients
15
AUM
$9.5M
Other Clients
1
AUM
$2.1M
Description of Other Clients
FOUNDATIONS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLLANCNH

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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