PPrivate Fund Data Log in Join · $37/mo

Emerald Advisors, LLC

● SEC registered since 2019CRD 305125SEC# 801-117515Bellevue, WA
Export (members)
Reg. AUM
$904.4M
Employees
7
Accounts
824
Location
Bellevue, WA

Emerald Advisors, LLC assets under management

Emerald Advisors, LLC is an investment advisory firm registered with the SEC based in Bellevue, WA. The firm has been registered since 2019. It reports $904.4 million in regulatory assets under management and employs 7 people.
emeraldadv.comView on SEC.gov ↗

Emerald Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Glen Smith ControlSole Member And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Emerald Advisors, LLC manage?

Emerald Advisors, LLC reports $904.4 million in regulatory assets under management on its Form ADV.

How many employees does Emerald Advisors, LLC have?

Emerald Advisors, LLC reports 7 employees.

Where is Emerald Advisors, LLC located?

Emerald Advisors, LLC is based in Bellevue, WA and has been SEC-registered since 2019.

Does Emerald Advisors, LLC disclose fund performance?

Emerald Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3055 112th Ave NE, Suite 206, Bellevue, WA 98004
Phone(425) 458-3853
Fax425-458-3234
Office hours8:30a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1802611
Discloses disciplinary historyNo

Assets under management

Discretionary$900.5M
Non-discretionary$3.9M
Total (RAUM)$904.4M