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Home > Retirement Planners > pennsylvania > leola > EMERALD ADVISERS, LLC
EMERALD ADVISERS, LLC
3175 Oregon Pike
Leola, Pennsylvania 17540
Tel: 717-396-1116
About EMERALD ADVISERS, LLC
EMERALD ADVISERS, LLC, formally registered with the SEC as EMERALD ADVISERS, LLC. The firm was established in 11/25/1991. They have over 2 offices throughout the country.
EMERALD ADVISERS, LLC is a Leola, Pennsylvania based Financial Planning firm with nearly $2,378,491,132 assets under management, offering retirement planning & investment advisory services to 50 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107496 |
| SEC# | 801-40263 |
| Assets Managed by Firm | $2,378,491,132 |
| No. of Clients | 50 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 50 | $2,378,491,132 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $218,561 |
| Pension and profit sharing plans | 7 | $664,375,195 |
| Charitable organizations | Fewer than 5 clients | $78,581,723 |
| Corporations or other businesses | Fewer than 5 clients | $342,951 |
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