E
Emerald Investments, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,295,972
Clients
15
47% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
TypicalAverage account size
$353,065
About
Emerald Investments serves primarily individual clients, offering portfolio management and retirement planning while also providing pension consulting services. The firm reports managing roughly $5.3 million in client assets across 15 client relationships.
It delivers ongoing portfolio management with periodic account reviews and seeks to align investment strategies with each client's objectives and risk tolerance. Services combine standard individual wealth-management work with consulting for employee benefit plans and retirement programs.
Distinctive elements include the firm's pension consulting capability, a service that relatively few independent advisers provide, which it offers alongside its individual-focused practice. The small client roster and asset base suggest a model oriented toward individualized advice and direct advisor involvement rather than large-scale, institutional solutions.
Client services
Financial planning
Portfolio management
Pension consulting
Main office location
Emerald Investments, Inc.
1655 Fort Myer Drive, Office 759
Arlington VA 22209, United States
Number of offices
1
Most active in
Emerald Investments, Inc. has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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