Emerald Asset Management, Inc.

Emerald Asset Management, Inc. (CRD# 174691) is a financial advisory firm headquartered in Rocky Mount, NC. They manage $96,935,745 in 401 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    401
    ACCOUNTS
  • Average Account Value
    $241,735
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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
2343 Professional Drive, Suite B, Rocky Mount, NC 27804

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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