Amy
Emery

Blackridge Asset Management, LLC

CRD#7699984
Investment Advisor
in Jupiter, FL

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About this Advisor

Amy Emery is a financial advisor based in Jupiter, Florida, working with Blackridge Asset Management, LLC. Amy has previously held positions at Loudoun County Public Schools and Blackridge Asset Management, LLC. Amy has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Amy is part of Blackridge Asset Management, LLC, which operates out of Jupiter, Florida. The firm has 61 offices and 80 employees. The firm manages assets totaling $186.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Blackridge Asset Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1070 E. Indiantown Road Suite 208-210
Jupiter, FL 33477

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Blackridge Asset Management, LLC Brokerage Details

Total Assets Under Management

$186,557,899

FL Average: $1,855,561,029
Total Number of Employees

80

FL Average: 62
Total Number of Accounts

853

FL Average: 2,474
Average Account Size

$218,708

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Amy Emery Work History

2023 - Present (1 year)

Blackridge Asset Management, LLC

2013 - Present (11 years)

Loudoun County Public Schools

Disclosures

Please visit the SEC profile of Amy Emery to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Blackridge Asset Management, LLC

Philip Ferraro
Jupiter, FL
Ernesto Mendoza
El Paso, TX
Rohn Pierce
Jupiter, FL
Kevin Geiger
Schaumburg, IL
Sylvia Umbles
Perrysburg, OH
Izalina Mosholt
Red Bank, NJ
James Cook
Edisto Island, SC
Dennis Oconnor
Northpoint, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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