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 $112,778,054 assets under management, offering retirement planning & investment advisory services to 682 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284581
SEC#	801-113648
Assets Managed by Firm	$112,778,054
No. of Clients	682
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (DISTRIBUTION SERVICES FOR OTHER RIAS)

Firm Client Information

	No. of Clients	AUM
Firm Total	682	$112,778,054
High net worth individuals	7	$2,350,582
Other investment advisers	Fewer than 5 clients	$110,427,472

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
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