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Emerald Advisors, LLC
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Overview Share
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Bellevue, Washington
$311.7 million AUM
1 office

Emerald Advisors, LLC is based in Bellevue, Washington and has $311.7 million in assets under management.

Location
3055 112th Avenue NE
Suite 206
Bellevue, WA 98004
$311.7 million
AUM
5
Employees
AUM Share
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$311,658,921
Assets under management
279 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 29 $20,560,434 7% $708,980
High net worth individuals 48 $288,938,868 93% $6,019,560
Other corporations or businesses Fewer than 5 clients $2,159,619
Employees Share
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5
Employees
3
Investment analysts
60% of total employees
AUM per employee Share
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$311,658,921
Assets under management
$62,331,784
AUM per employee
$103,886,307
AUM per investment analyst
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Compensation

Emerald Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Emerald Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 305,125
SEC number 801-117515
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date May 08, 2020

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