EMERALD ADVISORS, LLC

3055 112th Ave Ne
Suite 206
Bellevue, Washington 98004
Tel: (425) 458-3853

About EMERALD ADVISORS, LLC

EMERALD ADVISORS, LLC, formally registered with the SEC as EMERALD ADVISORS, LLC. The firm was established in 10/24/2019. They have over 1 offices throughout the country.

EMERALD ADVISORS, LLC is a Bellevue, Washington based Financial Planning firm with nearly $678,903,760 assets under management, offering retirement planning & investment advisory services to 745 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305125
SEC#	801-117515
Assets Managed by Firm	$678,903,760
No. of Clients	745
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	745	$678,903,760
Individuals (other than high net worth individuals)	75	$13,216,745
High net worth individuals	129	$665,671,555
Corporations or other businesses	1	$15,460

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