Emerald

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

3175 Oregon Pike, Leola, Pennsylvania, 1...

Phone Number

(202) 870-9566

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Emerald

Emerald Asset Advisors was founded in 1998 when its founders were motivated to find a flexible and adaptive way to manage money for their clients. The company provides fee-based, discretionary asset management to the company's private and institutional clients. Fee-based advisors minimize potential conflicts by not accepting commissions on products they sell. The company's discretionary trading arrangement with the company's clients allows the company to make changes to their portfolios in a timely manner. The company do not hold the company's clients' assets. Your portfolio will be maintained at an unaffiliated firm that is a qualified account custodian. Your account custodian will provide you periodic account statements, confirmations and tax reports. The company supplement these reports with the company's customized performance and holdings reports.Explore more
Emerald's Social MediaPopular SearchesEmerald Asset Management IncEmerald City Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Emerald Org Chart

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Scott Rehr, Chief Administrative Officer at Emerald
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Chief Administrative Officer

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Kenneth Mertz, President & Chief Investment Officer at Emerald
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President & Chief Investment Officer

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Senior Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Emerald

<$5M
1-10
Private
-
2014
Scott Rehr, Chief Administrative Officer at Emerald
Scott RehrChief Administrative Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2010
LM
Leo MurphyPresident, CEO & Co-Founder
<$5M
1-10
Private
-
1982
Michael Dever, Founder, Chief Executive Officer & Portfolio Manager at Brandywine Asset Management
Michael DeverFounder, CEO & Portfolio Manager
<$5M
1-10
Private
-
-
DM
Dena MinningPortfolio Manager
<$5M
1-10
Private
-
2008
SM
Sadie McCarthyInvestor Relations Marketing Analyst
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Emerald is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Emerald is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Emerald.

Emerald Tech Stack

Most Recent Scoops

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Emerald News & Media

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Frequently Asked Questions Regarding Emerald

What is Emerald's official website?
Emerald's official website is www.emeraldassetadvisors.com
What is Emerald's Revenue?
Emerald's revenue is <$5 Million
What is Emerald's SIC code?
Emerald's SIC: 62,628
What is Emerald's NAICS code?
Emerald's NAICS: 52,523
How many employees does Emerald have?
Emerald has 1-10 employees
What industry does Emerald belong to?
Emerald is in the industry of: Finance, Securities Trading
What is Emerald competition?
Emerald top competitors include: Alamar Capital Management, Personal Asset Management, Delphin Investments, Brandywine Asset Management
What companies has Emerald acquired?
Emerald has acquired the companies: Emerald
What technology does Emerald use?
Some of the popular technologies that Emerald uses are: GoDaddy DNS, Starfield Technologies, GoDaddy Web Hosting, Apache HTTP Server
How do I contact Emerald?
Emerald contact info: Phone number: (202) 870-9566 Website: www.emeraldassetadvisors.com
What does Emerald do?

Emerald Asset Advisors was founded in 1998 when its founders were motivated to find a flexible and adaptive way to manage money for their clients. The company provides fee-based, discretionary asset management to the company's private and institutional clients. Fee-based advisors minimize potential conflicts by not accepting commissions on products... they sell. The company's discretionary trading arrangement with the company's clients allows the company to make changes to their portfolios in a timely manner. The company do not hold the company's clients' assets. Your portfolio will be maintained at an unaffiliated firm that is a qualified account custodian. Your account custodian will provide you periodic account statements, confirmations and tax reports. The company supplement these reports with the company's customized performance and holdings reports.Read More

What are Emerald social media links?
Emerald Linkedin page
Is Emerald a public company?
Emerald is private company therefore does not currently have an official ticker symbol
See more information about Emerald

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