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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Bridge
- Established Date
- 07-20-2010
- Office Locations
- 1
Office Locations
About Emerald Waves Investments, LLC
Emerald Waves Investments is an independent California-registered RIA serving individuals and families as well as businesses and institutions with investment and retirement services. Its core RC Strategy is a long/short equity approach designed to monetize both rising and falling markets to help reduce portfolio volatility and target consistent, repeatable outcomes. Portfolios are implemented heavily with ETFs and the firm custody relationship includes Interactive Brokers.
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Owner & Executives
RAYMOND CHUNG
Chief Compliance Officer, Investment Advisor, Owner, PORTFOLIO MANAGER
- CRD
- #4299872
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,156,310 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,156,310 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,156,310
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,530,876,629 | 51.7% |
| Cash | $1,430,200,022 | 48.3% |
| Total | $2,961,076,651 | 100.0% |