Unclaimed Profile

Michael Kevin Howard

EMERY & HOWARD PORTFOLIO MANAGEMENT·BURLINGAME, California

Series 7, Series 24, Series 63Clean record25 years registeredEMERY & HOWARD PORTFOLIO MANAGEMENT

333 LORTON AVENUE, BURLINGAME, CA 94010CRD# 1386741Firm CRD# 113079

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Kevin Howard · BURLINGAME, CA

Registration

CRD #1386741 · EMERY & HOWARD PORTFOLIO MANAGEMENT · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EMERY & HOWARD PORTFOLIO MANAGEMENT

CREATIVE PLANNING

Jan 2022 – Jan 2025

Burlingame, CA

EMERY HOWARD

Jun 2001 – Feb 2022

BURLINGAME, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · June 22, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EMERY & HOWARD PORTFOLIO MANAGEMENT

CRD 113079 · SEC 801-60292

AUM

$1.6B

Regulatory assets under management

Employees

640 client accounts

Services offered by EMERY & HOWARD PORTFOLIO MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EMERY & HOWARD PORTFOLIO MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Michael Kevin Howard offer?

Michael Kevin Howard specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Michael Kevin Howard's credentials?

Michael Kevin Howard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Kevin Howard located?

Michael Kevin Howard is based in BURLINGAME, California, last registered with EMERY & HOWARD PORTFOLIO MANAGEMENT.

How does Michael Kevin Howard charge for services?

Michael Kevin Howard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EMERY & HOWARD PORTFOLIO MANAGEMENT?

EMERY & HOWARD PORTFOLIO MANAGEMENT has approximately 6 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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