EMERY & HOWARD PORTFOLIO MANAGEMENT

EMERY HOWARD
BURLINGAME, California·3 registered advisors·CRD# 113079
SEC# 801-602920650-579-7100
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at EMERY & HOWARD PORTFOLIO MANAGEMENT

3 registered advisors
Frank Carmen Marinaro
BURLINGAME, California
Michael Kevin Howard
BURLINGAME, California
Robert David Gross
BURLINGAME, California
05

Office Locations

BURLINGAME, California
3 advisors

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Data sourced from SEC Form ADV filings. EMERY & HOWARD PORTFOLIO MANAGEMENT (CRD# 113079) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.