Emerald Investments, Inc.
Emerald Investments, Inc. (CRD# 120750) is a financial advisory firm headquartered in Beachwood, OH. They manage $3,221,511 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$146,432
- 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
- Pension consulting services
Bruce Matlock (CRD# 1225186) is an Investment Advisor Representative working at Emerald Investments, Inc. in Beachwood, OH and has 1 year of experience in the finance industry. Bruce Matlock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.