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Building 2EMERY HOWARD

Map pinBURLINGAME, CA
Phone650-579-7100
NotebookSEC #801-60292
Total AUM
$1.6B
Employees
6
Clients
640

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 LORTON AVENUE
BURLINGAME
CA 94010
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
650-579-7100

ReceiptFinancials

Total AUM
$1.6B
Accounts
640
Discretionary
$1.5B
Accounts
634
Non-Discretionary
$94.9M
Accounts
6

ContactClients

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Individual Clients
369
AUM
$107.9M
HNW Individual Clients
234
AUM
$1.3B
Pension/Profit Sharing Plan Clients
19
AUM
$145M
Charitable Organization Clients
10
AUM
$41.9M
Corporation or Business Clients
8
AUM
$33.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAHINVTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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