EMERSON EQUITY LLC
San Mateo, California
Emerson Equity LLC is a renowned regional investment advisory firm headquartered in San Mateo, CA. With a dedicated team of 208 employees, 72 of whom specialize in providing investment advisory services, they have established a strong presence in the financial industry. The firm's expertise lies in managing a diverse portfolio of assets, with an average of approximately $15,270,000 in assets under management per investment advisor. Emerson Equity LLC has built a solid reputation by serving over 450 individual clients, overseeing a substantial $189,339,000 in assets under management. Their extensive experience and success in handl...
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Assets Under Mgmt

$189.34M

Investment Professionals

72

Locations

9

% 401K & Individual

71%

% Discretionary

56%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
Other: MANAGEMENT OF PRIVATE PLACEMENT LIFE INSURANCE / INSURANCE DEDICATED FUNDS (SINGLE INVESTOR PRIVATE FUNDS)
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Disclosures
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
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