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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 |
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|---|---|---|---|
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