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EMERALD INVESTMENTS, INC.
CRD 120750
1655 FORT MYER DRIVE, OFFICE 759, ARLINGTON, VA, 22209, United States
Phone
216-704-5283
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.3M
Discretionary AUM
$5.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $2.2M |
| High net worth individuals | 7 | $3.1M |
Official SEC filing: View on IAPD