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Emerald Blue Advisors

Emerald Blue Advisors. CRD 166113

Emerald Blue Advisors logo

CRD: 166113

Emerald Blue Advisors

Laguna Hills, CA, 92653
9499160070
www.emeraldblueadvisors.com
$89.4M Total AUM
$88.6M Disc. AUM
-- 3Y CAGR
4 Employees
191 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Assetmark · Charles Schwab & Company · First Clearing · SEI · Trade-PMR
Clients
Retail and Institutional
Platforms
--
Established Date
02-04-2013
Office Locations
2

Office Locations

25201 Paseo DE Alicia Suite 125 Laguna Hills CA
-- BOX Elder SD

About Emerald Blue Advisors

Emerald Blue Advisors is a boutique fiduciary RIA based in California serving affluent individuals and families with highly personalized financial planning and retirement income/distribution strategies, with an emphasis on tax-aware planning and risk management. The firm pairs investment advisory work with insurance-based solutions when appropriate, and commonly supports client portfolios custodied at Schwab.

Team overview

54 AVG AGE
$44.7M AVG AUM / ADVISOR
$467.9K AVG AUM / CLIENT
10.9 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Pioneer Signal Glacier

Client Personas

Focus legacy Value oak

CRM

Quantum wave

Custodian

Pioneer vector Radial north Matrix eagle

Investment Themes

Frontier Capital Wave element Unison Matrix foundation

Investment Vehicles

Atlas vital

Platform

Fusion pioneer Element

Services

Signal catalyst Insight crest Eagle Matrix timber Eagle Pioneer focus Summit Foundation Timber Peak eagle

Owner & Executives

R

ROLA HAJEB

Chief Compliance Officer, MANAGING DIRECTOR, Principal

CRD
#2969039
Ownership
75% or more
(817) 230-1235
pathway.pathway@optimacapital.com
in linkedin.com/in/prime-fusion
Hicham Nasreddine

Hicham Nasreddine

Chief Investment Officer, Investment Advisor Representative

CRD
#7195721
Ownership
Less than 5%
(343) 412-8489
ridge.alpha@bridgecapital.com
in linkedin.com/in/north-optima

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Contacts

J

JEFF EDWARD LOWE

Investment Advisor Representative

CRD
#5908899
(350) 433-7629
beacon.oak@valuecapital.com
in linkedin.com/in/optima-fusion

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $88,609,652 --
Non-Discretionary $750,678 --
Total $89,360,330 --

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Separately Managed Accounts

Total SMA Asset: $89,360,330

$89.4M Total SMA
Private Funds:
24.0%
Equity - Exchange:
37.4%
Cash:
11.0%
U.S. Government/Agency:
27.6%
Asset class Assets Assets %
Private Funds $1,846,154,562 24.0%
Equity - Exchange $2,876,924,192 37.4%
Cash $846,154,174 11.0%
U.S. Government/Agency $2,123,077,746 27.6%
Total $7,692,310,674 100.0%

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