← Back to searchVisit website
EMERALD ASSET MANAGEMENT, INC.
CRD 174691 · SEC 801-132053
2343 PROFESSIONAL DRIVE, SUITE B, ROCKY MOUNT, NC, 27804, United States
Phone
252-443-7616
Fax
252-443-4442
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.8M
Discretionary AUM
$117.7M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $18.2M |
| High net worth individuals | 77 | $101.9M |
| Charitable organizations | 1 | $560K |
| Corporations/business entities | 2 | $73K |
States served
NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD