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Emerson Partners

Emerson Partners. CRD 334672

E

CRD: 334672

Emerson Partners

Naples, FL
4128777700
$60.8M Total AUM
$60.8M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
03-06-2025
Office Locations
1

Office Locations

-- Naples FL

About Emerson Partners

Emerson Partners is a Naples-based RIA. The firm has been operating for 1 years. Managing $60.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.

Team overview

-- AVG AGE
$60.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

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Owner & Executives

D

DAVID GREGORY MARSHALL

Chief Compliance Officer, Managing Member

CRD
#1811026
Ownership
75% or more
(785) 739-3653
pathway.element@fusioncapital.com
in linkedin.com/in/legacy-unison

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $60,805,875 --
Non-Discretionary $0 --
Total $60,805,875 --

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Separately Managed Accounts

Total SMA Asset: $60,805,875

$60.8M Total SMA
U.S. Government/Agency:
23.2%
Public Funds:
13.3%
Equity - Exchange:
22.7%
Cash:
12.7%
Other:
17.1%
Corporate - Investment Grade:
11.0%
Asset class Assets Assets %
U.S. Government/Agency $898,024,513 23.2%
Public Funds $514,815,777 13.3%
Equity - Exchange $878,670,537 22.7%
Cash $491,591,005 12.7%
Other $661,905,999 17.1%
Corporate - Investment Grade $425,787,485 11.0%
Total $3,870,795,316 100.0%

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