James
Emanuelson

Avenir Corporation

CRD#5803648
Investment Advisor
in Alexandria, VA

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About this Advisor

James Emanuelson is a financial advisor based in Alexandria, Virginia, working with Avenir Corporation. James has previously held positions at Houlihan Lokey Capital, Inc, Goldman Sachs, Ares Management, Washington And Lee University, Davidson Park Capital, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Avenir Corporation. James has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Virginia. Currently, James is part of Avenir Corporation, which operates out of Alexandria, Virginia. The firm has 6 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Avenir Corporation includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

$1,267,094,450

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

6

VA Average: 32
Total Number of Accounts

587

VA Average: 1,458
Average Account Size

$2,158,594

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

2021 - Present (4 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

Created with Highcharts 6.0.7

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

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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