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EMERALD ADVISORS, LLC

Tel: (425) 458-3853
3055 112th Ave Ne
Suite 206
Bellevue, Washington  98004

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EMERALD ADVISORS, LLC

EMERALD ADVISORS, LLC is a Bellevue, Washington based financial advisory firm with nearly $678,903,760 in assets under management and provides investment advisory services for 745 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

305125

SEC#:

801-117515

No. of Clients:

745

Assets under Management

$678,903,760

No. of Advisors:

6

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