EMERGENT GLOBAL INVESTMENTS
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 290875
- Website
- www.emergentgi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.07%
- Individuals26.93%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Emergent Global Investments is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model is a percentage of assets under management. Emergent Global Investments also lists other financial product sales as a business activity. It is not positioned as a capital allocator, multi-state or pension consultant adviser, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Cash & Cash Equivalents11%
- State & Local Bonds6%
- Sovereign Bonds6%
- US Government Bonds2%
Owners & executives
1 of 1CESAR MURILLO
Chief Executive OfficerCRD 3167116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 2020 Ponce de Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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