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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2018
- Office Locations
- 1
Office Locations
About Emergent Global Investments
Emergent Global Investments is a Florida-registered RIA providing individualized investment and wealth management strategies for individuals, small businesses, corporations, nonprofits, and institutional investors. The firm emphasizes fiduciary, transparent, cost-effective advice and uses financial technology to manage risk and keep clients informed. Portfolios are often ETF-based (Schwab-custodied) and clients can access trust services via a third-party corporate trustee.
Team overview
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CRM
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Platform
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Technology
Owner & Executives
CESAR MURILLO
Chief Compliance Officer, President, Vice President
- CRD
- #3167116
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jorge Chamorro Gullon
--
- CRD
- #8141156
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,575,090 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,575,090 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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