Emerald Asset Management, Inc.

Emerald Asset Management, Inc. (CRD# 174691) is a financial advisory firm headquartered in Rocky Mount, NC. They manage $47,334,352 in 325 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $145,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Emerald Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James B. Tharin
CRD#: 2187988
1701 Sunset Ave, Suite 302, Rocky Mount, NC 27804
103
Wealthminder
score

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.

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