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Building 2EMERSON EQUITY LLC

Map pinSAN MATEO, CA
Phone650-312-0200
NotebookSEC #801-71293
Total AUM
$30M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 BOVET ROAD, SUITE 725
SAN MATEO
CA 94402
United States
Operating Hours
6:00 AM TO 5:00 PM
Monday - Friday
Phone
650-312-0200

ReceiptFinancials

Total AUM
$30M
Accounts
120
Discretionary
$30M
Accounts
120
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MAY PROVIDE SEMINAR ON A NEGOTIATED FEE BASIS

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CAOHTX

HandshakeAffiliates

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

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