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EMERALD BLUE ADVISORS
EMERALD BLUE ADVISORS INC.
CRD 166113
25201 PASEO DE ALICIA, SUITE 125, LAGUNA HILLS, CA, 92653, United States
Phone
949-916-0070
Fax
888-299-7997
Registration
— (—)
Source
State registered
Total AUM
$89.4M
Discretionary AUM
$88.6M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $10.3M |
| High net worth individuals | 112 | $78.0M |
| Pension/profit sharing plans | 1 | $751K |
| Charitable organizations | 2 | $307K |
All web addresses on file
Official SEC filing: View on IAPD