EMERGENT GLOBAL INVESTMENTS

RIASEC Registered
Total AUM
$22.6M
Discretionary
$22.6M
100% of AUM
Avg account
$181K
Accounts
125
Employees
4
Advisory reps
1

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
290875
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI73.07%
  • Individuals26.93%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Cash & Cash Equivalents 11%, State & Local Bonds 6%, Sovereign Bonds 6%, US Government Bonds 2%, Non-Investment Grade Corp Bonds 2%, Investment Grade Corp Bonds 1%, Derivatives 1%71%
  • Exchange Traded Equities71%
  • Cash & Cash Equivalents11%
  • State & Local Bonds6%
  • Sovereign Bonds6%
  • US Government Bonds2%

Owners & executives

1 of 1
  • CESAR MURILLO

    Chief Executive OfficerCRD 3167116

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth