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EMERGE CAPITAL MANAGEMENT
500 Pearl Street
Suite 740
Buffalo, New York 14202
Tel: 716-970-4512
About EMERGE CAPITAL MANAGEMENT
EMERGE CAPITAL MANAGEMENT, formally registered with the SEC as EMERGE CAPITAL MANAGEMENT. The firm was established in 07/20/2018. They have over 1 offices throughout the country.
EMERGE CAPITAL MANAGEMENT is a Buffalo, New York based Financial Planning firm with nearly $368,045,688 assets under management, offering retirement planning & investment advisory services to 3305 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 284581 |
| SEC# | 801-113648 |
| Assets Managed by Firm | $368,045,688 |
| No. of Clients | 3305 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3305 | $368,045,688 |
| High net worth individuals | 27 | $8,274,455 |
| Charitable organizations | Fewer than 5 clients | $8,282,241 |
| Other investment advisers | Fewer than 5 clients | $337,549,868 |
| Corporations or other businesses | Fewer than 5 clients | $10,933,244 |
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