James
Emanuelson

Avenir Corporation

CRD#5803648
Investment Advisor
in Alexandria, VA

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About this Advisor

James Emanuelson is a financial advisor operating out of Alexandria, Virginia with 1 year of industry experience. Emanuelson is on the advisory team at Avenir Corporation. Over the course of their career, they have held roles at Houlihan Lokey Capital, Inc, Goldman Sachs, Ares Management, Pearl Holdings (Formerly Redbumper), Washington And Lee University, Southern Methodist University Study Abroad, University College, Davidson Park Capital, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Avenir Corporation. Emanuelson holds Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Virginia. Avenir Corporation is a financial advisory business operating out of Alexandria, VA. It handles $1 billion in assets across its 594 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 13 charitable organizations. Of its 594 client accounts, 59% are associated with high-net-worth clients who have at least $1 million in assets. The business performs a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services are offered. However, fees billed by Avenir Corporation typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

277 South Washington Street Suite 350
Alexandria, VA 22314

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Avenir Corporation Brokerage Details

Total Assets Under Management

$1,098,908,006

VA Average: $1,835,309,194
Total Number of Employees

7

VA Average: 32
Total Number of Accounts

594

VA Average: 1,458
Average Account Size

$1,850,013

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

James Emanuelson Work History

James has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Avenir Corporation

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2017 - 2019 (2 years)

Davidson Park Capital, LLC

2016 - 2016 (< 1 year)

Houlihan Lokey Capital, Inc

2015 - 2015 (< 1 year)

Goldman Sachs

2015 - 2016 (1 year)

Washington And Lee University

2014 - 2014 (< 1 year)

Ares Management

2014 - 2015 (1 year)

Washington And Lee University

2013 - 2013 (< 1 year)

Pearl Holdings (Formerly Redbumper)

2013 - 2014 (1 year)

Washington And Lee University

2013 - 2013 (< 1 year)

Southern Methodist University Study Abroad, University College

2012 - 2013 (1 year)

Washington And Lee University

*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 James Emanuelson 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 Avenir Corporation

James Emanuelson
Alexandria, VA
Kenneth George
Alexandria, VA
James Rooney
Alexandria, VA
Peter Keefe
Alexandria, VA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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