Emerald Asset Advisors LLC is a large advisory firm based in Weston. It manages $224.78 million of regulatory assets for 547 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, Louisiana, New Hampshire, and North Carolina.
Emerald Asset Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Emerald Asset Advisors LLC is $224.78 million. The firm's AUM has grown by 324% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Emerald Asset Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Scot Laurence Hunter is high net worth individuals with 84 clients and $178.66 million of assets under management. Among the 7 most similar advisory firms, Emerald Asset Advisors has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $222.72 million for 208 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Emerald Asset Advisors doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Scot Laurence Hunter has been acting as President since 1 Oct 1998. Cwrs Llc joined the executive team most recently as the Member.
The principal office where Emerald Asset Advisors LLC performs its advisory services is located at 2843 Executive Park Drive, Weston, FL 33331, which is also the mailing address of the firm. An additional office of the firm is in Aspen, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 954-385-9624 or by fax 954-385-6764. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at emerald-eas.com.