Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > downey > EMERALD MUTUAL FUND ADVISERS TRUST
EMERALD MUTUAL FUND ADVISERS TRUST
3175 Oregon Pike
Leola, Pennsylvania 17540
Tel: 717-396-1116
About EMERALD MUTUAL FUND ADVISERS TRUST
EMERALD MUTUAL FUND ADVISERS TRUST, formally registered with the SEC as EMERALD MUTUAL FUND ADVISERS TRUST. The firm was established in 04/28/2005. They have over 2 offices throughout the country.
EMERALD MUTUAL FUND ADVISERS TRUST is a Leola, Pennsylvania based Financial Planning firm with nearly $1,912,645,601 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 135130 |
| SEC# | 801-64204 |
| Assets Managed by Firm | $1,912,645,601 |
| No. of Clients | 5 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $1,912,645,601 |
More Retirement Planning firms in Leola, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Leola, Pennsylvania