Emerald Asset Management, Inc.
Emerald Asset Management, Inc. (CRD# 174691) is a financial advisory firm headquartered in Rocky Mount, NC. They manage $52,354,479 in 332 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management52MILLION
Total Number of Accounts332ACCOUNTS
Average Account Value$157,694
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Tharin is an Investment Advisor Representative working at Emerald Asset Management, Inc in Rocky Mount, NC and has over 25 years of experience in the finance industry.
Emerald Asset Management, Inc. is a boutique Registered Investment Advisory Firm serving the investment and planning needs of Families, Individual Investors and Businesses. At Emerald Asset Management we consider it a privilege to continue our long-standing commtment to help our clients Protect and Grow their hard earned investment capital, and to help our clients enjoy the best qulity of life possible. We believe that a solid financial planning process, combined with sound investment strategies and proper risk management is the key to financial success.