$5.3M Total AUM
$5.0M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-22-1999
- Office Locations
- 1
Office Locations
23230 Chagrin Blvd. Suite 140-B Beachwood OH
About Emerald Investments, Inc.
Emerald Investments, Inc. is a Arlington-based RIA. The firm has been operating for 26 years. Managing $5.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$353.1K AVG AUM / CLIENT
26.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Owner & Executives
B
BRUCE TYLER MATLOCK
President
- CRD
- #1225186
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,049,254 | -- |
| Non-Discretionary | $246,718 | -- |
| Total | $5,295,972 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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