Emery & Howard Portfolio Management is a large advisory firm based in Burlingame. It manages $1.21 billion of regulatory assets for 1,735 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Hawaii, and 4 other states.
Emery & Howard Portfolio Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Emery & Howard Portfolio Management is $1.21 billion. The firm's AUM has grown by 182% since the beginning of its operation, and $1.3 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Emery & Howard Portfolio Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Emery & Howard Portfolio Management is high net worth individuals with 206 clients and $957.95 million of assets under management. Among the 12 most similar advisory firms, Emery & Howard Portfolio Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.21 billion for 640 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Emery & Howard Portfolio Management doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Emery & Howard Portfolio Management performs its advisory services is located at 333 Lorton Avenue, Burlingame, CA 94010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-579-7100 or by fax 650-579-7313. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at emeryhoward.com.