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Emerald
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
3175 Oregon Pike, Leola, Pennsylvania, 1...Phone Number
(202) 870-9566Website
www.emeraldassetadvisors.comRevenue
<$5 MillionIndustry
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 Org Chart
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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... Read More
