Emerald Asset Management

Finance · North Carolina, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1701 Sunset Ave Ste 302, Rocky Mount, No...

Phone Number

(252) 443-7616

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Emerald Asset Management

Emerald Asset Management is a boutique fiduciary advisory firm that specializes in personalized wealth management, financial planning, and investment advisory services for individuals, families, and institutions. The firm focuses on providing independent, objective advice and customized portfolios, ensuring clients receive clear guidance for complex financial decisions. With over 30 years of investment management experience, they emphasize security selection, risk management, and tax efficiency in their investment strategies. Their commitment to building lasting relationships with clients is central to their mission of helping successful individuals and institutions navigate wealth with purpose.Explore more
Emerald Asset Management's Social MediaPopular SearchesEmerald Asset Management IncEmerald Asset ManagementEmerald Sound Investments LLCEmeraldSIC Code 62,628NAICS Code 52,523Show more

Emerald Asset Management Org Chart

PhoneEmail
James Tharin, President & Chief Investment Officer at Emerald Asset Management
United States flag for contact location.

President & Chief Investment Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Emerald Asset Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Emerald Asset Management

Compare insights from companies similar to Emerald Asset Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Emerald Asset Management

<$5M
1-10
Private
-
2013
James Tharin, President & Chief Investment Officer at Emerald Asset Management
James TharinPresident & Chief Investment Officer
$5.3M
11-50
Private
-
2010
RL
Ryan LarsenFinancial Advisor
<$5M
1-10
Private
-
2021
SP
Stuart PynePortfolio Manager
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Emerald Asset Management Tech Stack

A closer look at the technologies used by Emerald Asset Management

Top Finance Companies

Frequently Asked Questions Regarding Emerald Asset Management

What is Emerald Asset Management's official website?
Emerald Asset Management's official website is www.emeraldam.com
What is Emerald Asset Management's Revenue?
Emerald Asset Management's revenue is <$5 Million
What is Emerald Asset Management's SIC code?
Emerald Asset Management's SIC: 62,628
What is Emerald Asset Management's NAICS code?
Emerald Asset Management's NAICS: 52,523
How many employees does Emerald Asset Management have?
Emerald Asset Management has 1-10 employees
What industry does Emerald Asset Management belong to?
Emerald Asset Management is in the industry of: Finance, Securities Trading
What is Emerald Asset Management competition?
Emerald Asset Management top competitors include: Journey Capital Advisers, Wealth Advisory Services, Pillar Wealth Management, Tribeca Financial
What technology does Emerald Asset Management use?
Some of the popular technologies that Emerald Asset Management uses are: Sentry, Squarespace Online Stores, Barracuda Networks, Google Cloud Web Serving
How do I contact Emerald Asset Management?
Emerald Asset Management contact info: Phone number: (252) 443-7616 Website: www.emeraldam.com
What does Emerald Asset Management do?

Emerald Asset Management is a boutique fiduciary advisory firm that specializes in personalized wealth management, financial planning, and investment advisory services for individuals, families, and institutions. The firm focuses on providing independent, objective advice and customized portfolios, ensuring clients receive clear guidance for comple... x financial decisions. With over 30 years of investment management experience, they emphasize security selection, risk management, and tax efficiency in their investment strategies. Their commitment to building lasting relationships with clients is central to their mission of helping successful individuals and institutions navigate wealth with purpose.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.