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Home > Retirement Planners > pennsylvania > leola > EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
3175 Oregon Pike
Leola, Pennsylvania 17540
Tel: 717-396-1116
About EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
EMERALD SEPARATE ACCOUNT MANAGEMENT LLC, formally registered with the SEC as EMERALD SEPARATE ACCOUNT MANAGEMENT LLC. The firm was established in 08/27/2009. They have over 1 offices throughout the country.
EMERALD SEPARATE ACCOUNT MANAGEMENT LLC is a Leola, Pennsylvania based Financial Planning firm with nearly $16,300,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150202 |
| SEC# | 801-70504 |
| Assets Managed by Firm | $16,300,000 |
| No. of Clients | 1 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $16,300,000 |
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