Overview
Assets Under Management: $1.2 billion
Headquarters: BURLINGAME, CA
High-Net-Worth Clients: 197
Average Client Assets: $4.9 million
Frequently Asked Questions
EMERY HOWARD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113079), EMERY HOWARD is subject to fiduciary duty under federal law.
EMERY HOWARD is headquartered in BURLINGAME, CA.
EMERY HOWARD serves 197 high-net-worth clients according to their SEC filing dated March 20, 2018. View client details ↓
According to their SEC Form ADV, EMERY HOWARD offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
EMERY HOWARD manages $1.2 billion in client assets according to their SEC filing dated March 20, 2018.
According to their SEC Form ADV, EMERY HOWARD serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 197
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.60%
Average Client Assets: $4.9 million
Total Client Accounts: 1,728
Discretionary Accounts: 1,724
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 113079
Filing ID: 1195382
Last Filing Date: 2018-03-20 18:42:00