Audrey
Emerson
Cultivating Wealth
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About this Advisor
Audrey Emerson is a financial advisor who works out of Chicago, Illinois who has 1 year of relevant experience. Emerson works at Cultivating Wealth. Their career trajectory has included roles at Pro Unlimited (Netix), Devlo Media, Creative Visions Foundation, Cultivating Wealth, University Of Southern California, Imax Corp and Walnut Hill School For The Arts. Emerson holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Illinois and New York. Cultivating Wealth is a company with a branch in Chicago, Illinois. It oversees $88 million in assets under management between its 531 accounts, making it one of the smaller investment advisory firms in the nation by assets under management. Of its 531 client accounts, 33% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually are based on which service is offered. Fee types charged by Cultivating Wealth likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cultivating Wealth Brokerage Details
$88,127,357
5
531
$165,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Audrey Emerson Work History
Audrey has been registered as a financial advisor for 1 years.*
Cultivating Wealth
Pro Unlimited (Netix)
Devlo Media
Creative Visions Foundation
Imax Corp
University Of Southern California
Walnut Hill School For The Arts
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Audrey Emerson 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 Cultivating Wealth
Montauk, NY
Chicago, IL
Montauk, NY
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