Emerald Wealth Management, Inc.
Emerald Wealth Management, Inc. (CRD# 171913) is a financial advisory firm headquartered in Newport Beach, CA. They manage $6,700,000 in 120 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$55,833
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Lynne Connolly (CRD# 5847918) is an Investment Advisor Representative working at Emerald Wealth Management, Inc. in Newport Beach, CA and has over 5 years of experience in the finance industry.