James
Emanuelson
Avenir Corporation
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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
Services Offered
Fee Structure
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Avenir Corporation Brokerage Details
$1,267,094,450
6
587
$2,158,594
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
Avenir Corporation
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Davidson Park Capital, LLC
Houlihan Lokey Capital, Inc
Goldman Sachs
Washington And Lee University
Ares Management
Washington And Lee University
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
Alexandria, VA
Alexandria, VA
Alexandria, VA
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